Jonathan Smith
Smith Partners Wealth Management · Greensboro, North Carolina
Jonathan Smith is a fee-only financial advisor at Smith Partners Wealth Management in Greensboro, North Carolina. Jonathan focuses on retirement planning. Smith Partners Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Specialties
Who they serve
- Mid-life transitions
- Early-career professionals
- Executives
Facts
| Firm | Smith Partners Wealth Management |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $196.1M across 416 accounts |
| SEC registration | Investment adviser representative in NC · CRD 820376 |
| Exams passed | Series 65 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | smithpartnerswealth.com |
| Profile |
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Smith Partners 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, Smith Partners Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Jonathan charge?
According to Smith Partners Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Jonathan Smith based?
Jonathan Smith is based in Greensboro, North Carolina.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning. Jonathan works with mid-life transitions, early-career professionals and executives.
Is Jonathan Smith registered with the SEC?
Yes. Jonathan Smith is registered as an investment adviser representative in NC (CRD 820376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Smith Partners Wealth Management manage?
Smith Partners Wealth Management reports $196.1M across 416 accounts in assets under management.
How do I contact Jonathan Smith?
Through Jonathan's website, smithpartnerswealth.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
- Smith Partners Wealth Management 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.
See something wrong? Request a correction. Read our methodology.