Jonathan Kolmetz
Oaks Wealth Management · Houston, Texas
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.
Request an introduction to Jonathan →
Facts
| Firm | Oaks Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.4M across 49 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 4557377 |
| Exams passed | Series 63 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Jonathan's firm compares
- Oaks Wealth Management's average account is about $621,000, from its Form ADV (assets managed divided by 49 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- 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.
See something wrong? Request a correction. Read our methodology.