# Jonathan McMullen

> Jonathan McMullen is a fee-only financial advisor at The Wealth Observatory in Dallas, Texas, who holds the CFP credential. The Wealth Observatory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-mcmullen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Wealth Observatory
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $9.6M across 34 accounts
- **Credentials:** CFP
- **CRD:** 5972192 (https://adviserinfo.sec.gov/individual/summary/5972192)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and The Wealth Observatory 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, The Wealth Observatory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan McMullen based?

Jonathan McMullen is based in Dallas, Texas.

### What credentials does Jonathan McMullen hold?

Jonathan McMullen holds the CFP credential.

### Is Jonathan McMullen registered with the SEC?

Yes. Jonathan McMullen is registered as an investment adviser representative in TX (CRD 5972192), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Wealth Observatory manage?

The Wealth Observatory reports $9.6M across 34 accounts in assets under management.

### How do I contact Jonathan McMullen?

Contact details aren't on file yet. Search for The Wealth Observatory.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5972192): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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