# Jonathan Solo

> Jonathan Solo is a fee-only financial advisor at Live Oak Wealth Advisory Group in Houston, Texas. Jonathan focuses on founders (pre-exit), estate & legacy planning and tax planning. Live Oak Wealth Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Live Oak Wealth Advisory Group
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $5,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $155.5M across 293 accounts
- **Specialties:** Founders (pre-exit), Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families, Founders, Executives
- **CRD:** 5434243 (https://adviserinfo.sec.gov/individual/summary/5434243)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://liveoakwag.com

## Frequently asked questions

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

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

### How much does Jonathan charge?

According to Live Oak Wealth Advisory Group's website, checked October 30, 2026: a $5,000,000 asset minimum.

### Where is Jonathan Solo based?

Jonathan Solo is based in Houston, Texas.

### What does Jonathan specialize in?

Jonathan's specialties include founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. Jonathan works with multi-generational families, founders and executives.

### Is Jonathan Solo registered with the SEC?

Yes. Jonathan Solo is registered as an investment adviser representative in LA and TX (CRD 5434243), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Live Oak Wealth Advisory Group manage?

Live Oak Wealth Advisory Group reports $155.5M across 293 accounts in assets under management.

### How do I contact Jonathan Solo?

Through Jonathan's website, liveoakwag.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5434243): 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://liveoakwag.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.