Jonathan Lachowitz
White Lighthouse Investment Management · Bedford, Massachusetts
Jonathan Lachowitz is a fee-only financial advisor at White Lighthouse Investment Management in Bedford, Massachusetts, who holds the CFP credential. Jonathan focuses on retirement planning, estate & legacy planning and tax planning. White Lighthouse Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
Facts
| Firm | White Lighthouse Investment Management |
|---|---|
| Based in | Bedford, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $918.6M across 1,311 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 5778307 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.whitelighthouse.com |
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Questions about Jonathan
Is Jonathan Lachowitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and White Lighthouse Investment Management 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, White Lighthouse Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Lachowitz based?
Jonathan Lachowitz is based in Bedford, Massachusetts.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning, estate & legacy planning, tax planning and sustainable & impact investing. Jonathan works with cross-border families.
What credentials does Jonathan Lachowitz hold?
Jonathan Lachowitz holds the CFP credential.
Is Jonathan Lachowitz registered with the SEC?
Yes. Jonathan Lachowitz is registered as an investment adviser representative in MA and TX (CRD 5778307), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does White Lighthouse Investment Management manage?
White Lighthouse Investment Management reports $918.6M across 1,311 accounts in assets under management.
How do I contact Jonathan Lachowitz?
Through Jonathan's website, www.whitelighthouse.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
- White Lighthouse Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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