# Jonathan Kolmetz

> Jonathan Kolmetz is a fee-only financial advisor at Oaks Wealth Management in Houston, Texas, who holds the CFP and MBA credentials. Oaks Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-kolmetz/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Oaks Wealth Management
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $30.4M across 49 accounts
- **Credentials:** CFP, MBA
- **CRD:** 4557377 (https://adviserinfo.sec.gov/individual/summary/4557377)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

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

Yes. Jonathan Kolmetz is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonathan's firm.

### How does Jonathan charge for financial advice?

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

### Where is Jonathan Kolmetz based?

Jonathan Kolmetz is based in Houston, Texas.

### What credentials does Jonathan Kolmetz hold?

Jonathan Kolmetz holds the CFP and MBA credentials.

### Is Jonathan Kolmetz registered with the SEC?

Yes. Jonathan Kolmetz is registered as an investment adviser representative in TX (CRD 4557377), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Oaks Wealth Management manage?

Oaks Wealth Management reports $30.4M across 49 accounts in assets under management.

### How do I contact Jonathan Kolmetz?

Contact details aren't on file yet. Search for Oaks Wealth Management.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46266): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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