Jonathan Rugg
Highline Wealth Partners · Sherman Oaks, California
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.
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Specialties
Who they serve
- Executives
- Multi-generational families
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 |
| Assets under management | $867.9M across 942 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5892886 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.charlesworthrugg.com |
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Questions about Jonathan
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.
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
- Highline Wealth Partners 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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