Jonathan Wilburn
North Star Asset Management · Neenah, Wisconsin
Jonathan Wilburn is a fee-only financial advisor at North Star Asset Management in Neenah, Wisconsin. Jonathan charges a percentage of assets (0.6% a year on the first tier of assets managed).
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Facts
| Firm | North Star Asset Management |
|---|---|
| Based in | Neenah, Wisconsin |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.6% a year on the first tier of assets managed |
| Assets under management | $3.35B across 3,554 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8064859 |
| Exams passed | Series 65 (2025) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.northstarinvestments.com |
How Jonathan's firm compares
- North Star Asset Management's average account is about $943,000, from its Form ADV (assets managed divided by 3,554 accounts).
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Questions about Jonathan
Is Jonathan Wilburn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and North Star Asset 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 North Star Asset Management's website, checked October 30, 2026: 0.6% a year on the first tier of assets managed.
Where is Jonathan Wilburn based?
Jonathan Wilburn is based in Neenah, Wisconsin.
Is Jonathan Wilburn registered with the SEC?
Yes. Jonathan Wilburn is registered as an investment adviser representative in WI (CRD 8064859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Star Asset Management manage?
North Star Asset Management reports $3.35B across 3,554 accounts in assets under management.
How do I contact Jonathan Wilburn?
Through Jonathan's website, www.northstarinvestments.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
- North Star Asset 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.
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