Jonathan Lupo
Fealty · Niagara Falls, New York
Jonathan Lupo is a fee-only financial advisor at Fealty in Niagara Falls, New York. Jonathan focuses on crypto & digital assets. Fealty reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Jonathan →
Specialties
Facts
| Firm | Fealty |
|---|---|
| Based in | Niagara Falls, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $3.0M across 25 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6824000 |
| Exams passed | Series 63 (2019) · Series 66 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fealtygroup.com |
| Profile |
How Jonathan's firm compares
- Fealty's average account is about $118,000, from its Form ADV (assets managed divided by 25 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 Lupo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Fealty 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, Fealty, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jonathan Lupo based?
Jonathan Lupo is based in Niagara Falls, New York.
What does Jonathan specialize in?
Jonathan's specialties include crypto & digital assets.
Is Jonathan Lupo registered with the SEC?
Yes. Jonathan Lupo is registered as an investment adviser representative in NY (CRD 6824000), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fealty manage?
Fealty reports $3.0M across 25 accounts in assets under management.
How do I contact Jonathan Lupo?
Through Jonathan's website, www.fealtygroup.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
- Fealty 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.
See something wrong? Request a correction. Read our methodology.