Jonathan Swanburg
TSA Wealth Management · Houston, Texas
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.
Request an introduction to Jonathan →
Specialties
Who they serve
- Retirees
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 |
| Assets under management | $358.8M across 666 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5713713 |
| Exams passed | Series 66 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tsawm.com |
| Profile |
How Jonathan's firm compares
- TSA Wealth Management's average account is about $539,000, from its Form ADV (assets managed divided by 666 accounts).
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 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.
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
- TSA 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.