Jonathan McMullen
The Wealth Observatory · Dallas, Texas
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.
Request an introduction to Jonathan →
Facts
| Firm | The Wealth Observatory |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.6M across 34 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5972192 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jonathan's firm compares
- The Wealth Observatory's average account is about $282,000, from its Form ADV (assets managed divided by 34 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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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.