Jonathan Ullman
Truefocus Financial Partners · North Kingstown, Rhode Island
Jonathan Ullman is a fee-only financial advisor at Truefocus Financial Partners in North Kingstown, Rhode Island, who holds the CFP credential. Truefocus Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Truefocus Financial Partners |
|---|---|
| Based in | North Kingstown, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $67.6M across 189 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5907611 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.truefocusfp.com |
How Jonathan's firm compares
- Truefocus Financial Partners's average account is about $358,000, from its Form ADV (assets managed divided by 189 accounts).
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Questions about Jonathan
Is Jonathan Ullman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Truefocus Financial Partners 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, Truefocus Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Ullman based?
Jonathan Ullman is based in North Kingstown, Rhode Island.
What credentials does Jonathan Ullman hold?
Jonathan Ullman holds the CFP credential.
Is Jonathan Ullman registered with the SEC?
Yes. Jonathan Ullman is registered as an investment adviser representative in MA (CRD 5907611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Truefocus Financial Partners manage?
Truefocus Financial Partners reports $67.6M across 189 accounts in assets under management.
How do I contact Jonathan Ullman?
Through Jonathan's website, www.truefocusfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Kingstown
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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