# Jonathan Harrier

> Jonathan Harrier is a fee-only financial advisor at CFG Wealth Management Services in Indianapolis, Indiana, who holds the CFP credential. CFG Wealth Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-harrier/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** CFG Wealth Management Services
- **Based in:** Indianapolis, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $110.2M across 202 accounts
- **Credentials:** CFP
- **CRD:** 2940130 (https://adviserinfo.sec.gov/individual/summary/2940130)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 63 (1998), Series 65 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.cfgwms.com/

## Frequently asked questions

### Is Jonathan Harrier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and CFG Wealth Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, CFG Wealth Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan Harrier based?

Jonathan Harrier is based in Indianapolis, Indiana.

### What credentials does Jonathan Harrier hold?

Jonathan Harrier holds the CFP credential.

### Is Jonathan Harrier registered with the SEC?

Yes. Jonathan Harrier is registered as an investment adviser representative in IN and TX (CRD 2940130), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CFG Wealth Management Services manage?

CFG Wealth Management Services reports $110.2M across 202 accounts in assets under management.

### How do I contact Jonathan Harrier?

Through Jonathan's website, www.cfgwms.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2940130): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.