# Jonathan Rugg

> Jonathan Rugg is a fee-only financial advisor at Highline Wealth Partners in Sherman Oaks, California, who holds the CFA credential. Jonathan focuses on family wealth transfer and small business owners. Highline Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-rugg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Highline Wealth Partners
- **Based in:** Sherman Oaks, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $867.9M across 942 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Small business owners
- **Works with:** Executives, Multi-generational families
- **CRD:** 5892886 (https://adviserinfo.sec.gov/individual/summary/5892886)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.charlesworthrugg.com

## Frequently asked questions

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

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

### How much does Jonathan charge?

According to Highline Wealth Partners's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Jonathan Rugg based?

Jonathan Rugg is based in Sherman Oaks, California.

### What does Jonathan specialize in?

Jonathan's specialties include family wealth transfer and small business owners. Jonathan works with executives and multi-generational families.

### What credentials does Jonathan Rugg hold?

Jonathan Rugg holds the CFA credential.

### Is Jonathan Rugg registered with the SEC?

Yes. Jonathan Rugg is registered as an investment adviser representative in CA and TX (CRD 5892886), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Highline Wealth Partners manage?

Highline Wealth Partners reports $867.9M across 942 accounts in assets under management.

### How do I contact Jonathan Rugg?

Through Jonathan's website, www.charlesworthrugg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5892886): 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
- The firm's website (https://www.highlinewp.com/): specialties, clients served, and fees, checked October 30, 2026

---

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