Jonathan Wallace
Wayfinder Wealth Warriors · Lexington, South Carolina
Jonathan Wallace is a fee-only financial advisor at Wayfinder Wealth Warriors in Lexington, South Carolina, who holds the CFA credential. Jonathan charges a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee (a $500,000 asset minimum) and focuses on retirement planning, equity compensation and retirement with concentrated positions.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- High earners
Facts
| Firm | Wayfinder Wealth Warriors |
|---|---|
| Based in | Lexington, South Carolina |
| Fee model | Flat fee or retainer · Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.6M across 15 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in SC, TX · CRD 7820290 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wayfinderwealthwarriors.com |
| Profile |
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Questions about Jonathan
Is Jonathan Wallace a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Wayfinder Wealth Warriors 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 flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Jonathan charge?
According to Wayfinder Wealth Warriors's website, checked October 30, 2026: a $500,000 asset minimum.
Does Jonathan work with clients virtually?
Yes. Wayfinder Wealth Warriors says on its website that it works with clients remotely.
Where is Jonathan Wallace based?
Jonathan Wallace is based in Lexington, South Carolina.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning, equity compensation, retirement with concentrated positions, tax planning and estate & legacy planning. Jonathan works with pre-retirees, retirees and high earners.
What credentials does Jonathan Wallace hold?
Jonathan Wallace holds the CFA credential.
Is Jonathan Wallace registered with the SEC?
Yes. Jonathan Wallace is registered as an investment adviser representative in SC and TX (CRD 7820290), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wayfinder Wealth Warriors manage?
Wayfinder Wealth Warriors reports $4.6M across 15 accounts in assets under management.
How do I contact Jonathan Wallace?
Through Jonathan's website, www.wayfinderwealthwarriors.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
- Wayfinder Wealth Warriors 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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