Jonathan Harrier
CFG Wealth Management Services · Indianapolis, Indiana
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.
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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 | $110.2M across 202 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 2940130 |
| Exams passed | Series 63 (1998) · Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cfgwms.com |
| Profile |
How Jonathan's firm compares
- CFG Wealth Management Services's average account is about $546,000, from its Form ADV (assets managed divided by 202 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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