# Jonathan McAlister

> Jonathan McAlister is a fee-only financial advisor at Integrity Road Wealth Partners LLC in Houston, Texas, who holds the CFP, MBA and CKA credentials. Jonathan charges a percentage of assets and an ongoing planning fee (ongoing planning from $5,000 a year and 0.75% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and family wealth transfer.

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

## Facts

- **Firm:** Integrity Road Wealth Partners LLC
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; 0.75% a year on the first tier of assets managed
- **Assets under management (firm):** $126.0M across 294 accounts
- **Credentials:** CFP, MBA, CKA
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer, Retirement planning
- **Works with:** Executives, Retirees, Multi-generational families, High earners
- **CRD:** 7314820 (https://adviserinfo.sec.gov/individual/summary/7314820)
- **SEC registration:** Investment adviser representative in LA, TX, VA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://integrityroadwealth.com

## Frequently asked questions

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

Yes. Jonathan McAlister is listed in 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 charges a percentage of assets and an ongoing planning fee.

### How much does Jonathan charge?

According to Integrity Road Wealth Partners LLC's website, checked October 28, 2026: ongoing planning from $5,000 a year; 0.75% a year on the first tier of assets managed.

### Where is Jonathan McAlister based?

Jonathan McAlister is based in Houston, Texas.

### What does Jonathan specialize in?

Jonathan's specialties include tax planning, estate & legacy planning, family wealth transfer and retirement planning. Jonathan works with executives, retirees, multi-generational families and high earners.

### What credentials does Jonathan McAlister hold?

Jonathan McAlister holds the CFP, MBA and CKA credentials.

### Is Jonathan McAlister registered with the SEC?

Yes. Jonathan McAlister is registered as an investment adviser representative in LA, TX and VA (CRD 7314820), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Integrity Road Wealth Partners LLC manage?

Integrity Road Wealth Partners LLC reports $126.0M across 294 accounts in assets under management.

### How do I contact Jonathan McAlister?

Through Jonathan's website, integrityroadwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jonathan-mcalister-25718): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.integrityroadwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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