# Jonathan Swanburg

> Jonathan Swanburg is a fee-only financial advisor at TSA Wealth Management in Houston, Texas, who holds the CFP credential. Jonathan charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** TSA Wealth Management
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $358.8M across 666 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 5713713 (https://adviserinfo.sec.gov/individual/summary/5713713)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.tsawm.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and TSA 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 charges a percentage of assets.

### How much does Jonathan charge?

According to TSA Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Jonathan Swanburg based?

Jonathan Swanburg is based in Houston, Texas.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning and estate & legacy planning. Jonathan works with retirees.

### What credentials does Jonathan Swanburg hold?

Jonathan Swanburg holds the CFP credential.

### Is Jonathan Swanburg registered with the SEC?

Yes. Jonathan Swanburg is registered as an investment adviser representative in TX (CRD 5713713), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TSA Wealth Management manage?

TSA Wealth Management reports $358.8M across 666 accounts in assets under management.

### How do I contact Jonathan Swanburg?

Through Jonathan's website, www.tsawm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5713713): 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://tsawm.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.