Jonathan Harner
Wichita Wealth Management, LLC · Wichita, Kansas
Jonathan Harner is a fee-only financial advisor at Wichita Wealth Management, LLC in Wichita, Kansas, who holds the CFP credential.
- $5,000
- Ongoing planning, per year, from
- $59M
- Firm assets managed
- $266,000
- Firm's average account
- 2016
- First securities exam
What Jonathan focuses on
Who Jonathan works with
- Executives
- Pre-retirees
- Retirees
How does Jonathan's firm compare?
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Ongoing planning starts at $5,000 a year, above the US median of $4,500 for fee-only firms that publish prices.
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Wichita Wealth Management, LLC's average account is about $266,000, from its Form ADV (assets managed divided by 220 accounts).
Questions about Jonathan
Is Jonathan Harner a fee-only financial advisor?
Yes. Jonathan Harner is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonathan's firm.
How does Jonathan Harner charge for financial advice?
Jonathan Harner charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Jonathan Harner charge?
According to Wichita Wealth Management, LLC's website, checked October 28, 2026: ongoing planning from $5,000 a year; 1.5% a year on the first tier of assets managed.
Where is Jonathan Harner based?
Jonathan Harner is based in Wichita, Kansas.
What does Jonathan Harner specialize in?
Jonathan Harner's specialties include retirement planning, equity compensation, small business owners and tax planning. Jonathan works with executives, pre-retirees and retirees.
What credentials does Jonathan Harner hold?
Jonathan Harner holds the CFP credential.
Is Jonathan Harner registered with the SEC?
Yes. Jonathan Harner is registered as an investment adviser representative in KS (CRD 6705851), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wichita Wealth Management, LLC manage?
Wichita Wealth Management, LLC reports $58.6M across 220 accounts in assets under management.
How do I contact Jonathan Harner?
Through Jonathan Harner's website, wichitawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Wichita Wealth Management, LLC |
|---|---|
| Based in | Wichita, Kansas |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $58.6M across 220 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS · CRD 6705851 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wichitawealth.com |
| Profile |
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Other fee-only advisors in Wichita
Other advisors in Kansas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Wichita Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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