Jonathan Thompson
Master's Wealth Management · Leola, Pennsylvania
Jonathan Thompson is a fee-only financial advisor at Master's Wealth Management in Leola, Pennsylvania, who holds the CFP credential. Master's Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Master's Wealth Management |
|---|---|
| Based in | Leola, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $589.5M across 1,540 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5563867 |
| Exams passed | Series 63 (2008) · Series 65 (2020) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | mastersadvisors.com |
How Jonathan's firm compares
- Master's Wealth Management's average account is about $383,000, from its Form ADV (assets managed divided by 1,540 accounts).
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Questions about Jonathan
Is Jonathan Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Master's 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, Master's Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Thompson based?
Jonathan Thompson is based in Leola, Pennsylvania.
What credentials does Jonathan Thompson hold?
Jonathan Thompson holds the CFP credential.
Is Jonathan Thompson registered with the SEC?
Yes. Jonathan Thompson is registered as an investment adviser representative in PA (CRD 5563867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Master's Wealth Management manage?
Master's Wealth Management reports $589.5M across 1,540 accounts in assets under management.
How do I contact Jonathan Thompson?
Through Jonathan's website, mastersadvisors.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
- 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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