# Jonathan Salvato

> Jonathan Salvato is a fee-only financial advisor at Diamond Client Group in The Woodlands, Texas, who holds the CFP credential. Jonathan focuses on founders (pre-exit), small business owners and tax planning. Diamond Client Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Diamond Client Group
- **Based in:** The Woodlands, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $185.8M across 714 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Small business owners, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Founders, Ultra high net worth, Multi-generational families
- **CRD:** 4705585 (https://adviserinfo.sec.gov/individual/summary/4705585)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2003)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://diamondclientgroup.com

## Frequently asked questions

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

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

### Where is Jonathan Salvato based?

Jonathan Salvato is based in The Woodlands, Texas.

### What does Jonathan specialize in?

Jonathan's specialties include founders (pre-exit), small business owners, tax planning, estate & legacy planning and family wealth transfer. Jonathan works with founders, ultra high net worth and multi-generational families.

### What credentials does Jonathan Salvato hold?

Jonathan Salvato holds the CFP credential.

### Is Jonathan Salvato registered with the SEC?

Yes. Jonathan Salvato is registered as an investment adviser representative in TX (CRD 4705585), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Diamond Client Group manage?

Diamond Client Group reports $185.8M across 714 accounts in assets under management.

### How do I contact Jonathan Salvato?

Through Jonathan's website, diamondclientgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4705585): 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://diamondclientgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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