Jonathan Nagy
Alpine Road Financial · Bend, Oregon
Jonathan Nagy is a fee-only financial advisor at Alpine Road Financial in Bend, Oregon. Jonathan charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,800 a year and one-time plans from $5,000) and focuses on equity compensation, founders (pre-exit) and retirement planning.
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Specialties
Who they serve
- Tech employees
- Early-career professionals
Facts
| Firm | Alpine Road Financial |
|---|---|
| Based in | Bend, Oregon |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $4,800 a year · One-time plans from $5,000 · 1.5% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $781K across 3 accounts |
| SEC registration | Investment adviser representative in CA, OR, TX · CRD 7936847 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.alpineroadfinancial.com |
| Profile |
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Questions about Jonathan
Is Jonathan Nagy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Alpine Road Financial 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 charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Jonathan charge?
According to Alpine Road Financial's website, checked October 30, 2026: ongoing planning from $4,800 a year; one-time plans from $5,000; 1.5% a year on the first tier of assets managed; no asset minimum.
Does Jonathan work with clients virtually?
Yes. Alpine Road Financial says on its website that it works with clients remotely.
Where is Jonathan Nagy based?
Jonathan Nagy is based in Bend, Oregon.
What does Jonathan specialize in?
Jonathan's specialties include equity compensation, founders (pre-exit) and retirement planning. Jonathan works with tech employees and early-career professionals.
Is Jonathan Nagy registered with the SEC?
Yes. Jonathan Nagy is registered as an investment adviser representative in CA, OR and TX (CRD 7936847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpine Road Financial manage?
Alpine Road Financial reports $781K across 3 accounts in assets under management.
How do I contact Jonathan Nagy?
Through Jonathan's website, www.alpineroadfinancial.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
- Alpine Road Financial 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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