# Jonathan Horst

> Jonathan Horst is a fee-only financial advisor at The Horst Group in Denver, Colorado, who holds the CFP credential. Jonathan charges a percentage of assets, an ongoing planning fee and a one-time planning fee (one-time plans from $2,500 and no asset minimum) and focuses on equity compensation, tax planning and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/jonathan-horst/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Horst Group
- **Based in:** Denver, Colorado
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,500; no asset minimum
- **Assets under management (firm):** $28.9M across 86 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Sustainable & impact investing, Estate & legacy planning, Divorce financial planning
- **Works with:** Early-career professionals, Divorced individuals
- **CRD:** 5558494 (https://adviserinfo.sec.gov/individual/summary/5558494)
- **SEC registration:** Investment adviser representative in CA, CO
- **Exams passed:** Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.horstfp.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and The Horst Group 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 charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Jonathan charge?

According to The Horst Group's website, checked October 30, 2026: one-time plans from $2,500; no asset minimum.

### Where is Jonathan Horst based?

Jonathan Horst is based in Denver, Colorado.

### What does Jonathan specialize in?

Jonathan's specialties include equity compensation, tax planning, sustainable & impact investing, estate & legacy planning and divorce financial planning. Jonathan works with early-career professionals and divorced individuals.

### What credentials does Jonathan Horst hold?

Jonathan Horst holds the CFP credential.

### Is Jonathan Horst registered with the SEC?

Yes. Jonathan Horst is registered as an investment adviser representative in CA and CO (CRD 5558494), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Horst Group manage?

The Horst Group reports $28.9M across 86 accounts in assets under management.

### How do I contact Jonathan Horst?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5558494): 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
- The firm's website (https://www.horstfp.com/): specialties, clients served, and fees, checked October 30, 2026

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