Jonathan Pate
TwinFocus · Boston, Massachusetts
Jonathan Pate is a fee-only financial advisor at TwinFocus in Boston, Massachusetts. Jonathan focuses on family wealth transfer and real estate investors. TwinFocus reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | TwinFocus |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $4.58B across 77 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6871869 |
| Exams passed | Series 65 (2024) |
| Firm size | 37 employees |
| Disclosures | None reported |
| Website | www.twinfocus.com |
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Questions about Jonathan
Is Jonathan Pate a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and TwinFocus 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, TwinFocus, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jonathan Pate based?
Jonathan Pate is based in Boston, Massachusetts.
What does Jonathan specialize in?
Jonathan's specialties include family wealth transfer and real estate investors. Jonathan works with founders, executives, ultra high net worth and multi-generational families.
Is Jonathan Pate registered with the SEC?
Yes. Jonathan Pate is registered as an investment adviser representative in MA (CRD 6871869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TwinFocus manage?
TwinFocus reports $4.58B across 77 accounts in assets under management.
How do I contact Jonathan Pate?
Through Jonathan's website, www.twinfocus.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
- TwinFocus 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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