Jonathan Schultz
Leading Edge Financial Planning · Raleigh, North Carolina
Jonathan Schultz is a fee-only financial advisor at Leading Edge Financial Planning in Raleigh, North Carolina. Leading Edge Financial Planning reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Leading Edge Financial Planning |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $521.8M across 1,678 accounts |
| SEC registration | Investment adviser representative in NC · CRD 8027773 |
| Exams passed | Series 65 (2024) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | pilotmoneyguys.libsyn.com |
How Jonathan's firm compares
- Leading Edge Financial Planning's average account is about $311,000, from its Form ADV (assets managed divided by 1,678 accounts).
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Questions about Jonathan
Is Jonathan Schultz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Leading Edge Financial Planning 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, Leading Edge Financial Planning, reports charging a percentage of assets on its SEC Form ADV.
Where is Jonathan Schultz based?
Jonathan Schultz is based in Raleigh, North Carolina.
Is Jonathan Schultz registered with the SEC?
Yes. Jonathan Schultz is registered as an investment adviser representative in NC (CRD 8027773), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Leading Edge Financial Planning manage?
Leading Edge Financial Planning reports $521.8M across 1,678 accounts in assets under management.
How do I contact Jonathan Schultz?
Through Jonathan's website, pilotmoneyguys.libsyn.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
- 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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