Jonathan Shedd
Fire Wealth Management · Colorado Springs, Colorado
Jonathan Shedd is a fee-only financial advisor at Fire Wealth Management in Colorado Springs, Colorado. Fire Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Fire Wealth Management |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $57.5M across 246 accounts |
| SEC registration | Investment adviser representative in CO, KY · CRD 8287659 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.firewealthmgmt.com |
How Jonathan's firm compares
- Fire Wealth Management's average account is about $234,000, from its Form ADV (assets managed divided by 246 accounts).
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Questions about Jonathan
Is Jonathan Shedd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Fire Wealth Management 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, Fire Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Shedd based?
Jonathan Shedd is based in Colorado Springs, Colorado.
Is Jonathan Shedd registered with the SEC?
Yes. Jonathan Shedd is registered as an investment adviser representative in CO and KY (CRD 8287659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fire Wealth Management manage?
Fire Wealth Management reports $57.5M across 246 accounts in assets under management.
How do I contact Jonathan Shedd?
Through Jonathan's website, www.firewealthmgmt.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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