Jonathan Potter
PracticeCFO · Saratoga Springs, Utah
Jonathan Potter is a fee-only financial advisor at PracticeCFO in Saratoga Springs, Utah. Jonathan focuses on physicians & residents, small business owners and tax planning. PracticeCFO reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Specialties
Who they serve
- Physicians
Facts
| Firm | PracticeCFO |
|---|---|
| Based in | Saratoga Springs, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $401.6M across 1,078 accounts |
| SEC registration | Investment adviser representative in CA, UT · CRD 8154798 |
| Exams passed | Series 65 (2025) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.practicecfo.com |
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 Potter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and PracticeCFO 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, PracticeCFO, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Potter based?
Jonathan Potter is based in Saratoga Springs, Utah.
What does Jonathan specialize in?
Jonathan's specialties include physicians & residents, small business owners, tax planning and retirement planning. Jonathan works with physicians.
Is Jonathan Potter registered with the SEC?
Yes. Jonathan Potter is registered as an investment adviser representative in CA and UT (CRD 8154798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PracticeCFO manage?
PracticeCFO reports $401.6M across 1,078 accounts in assets under management.
How do I contact Jonathan Potter?
Through Jonathan's website, www.practicecfo.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
- PracticeCFO 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.
See something wrong? Request a correction. Read our methodology.