Jonathan Solo
Live Oak Wealth Advisory Group · Houston, Texas
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.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
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 |
| Assets under management | $155.5M across 293 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 5434243 |
| Exams passed | Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | liveoakwag.com |
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Questions about Jonathan
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.
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
- Live Oak Wealth Advisory Group 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.
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