# Jonathan Wride

> Jonathan Wride is a fee-only financial advisor at Crafted Finance, LLC in Seattle, Washington, who holds the CFP credential. Jonathan charges an ongoing planning fee, a percentage of assets and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $3,000) and focuses on real estate investors, equity compensation and founders (pre-exit).

Page: https://find.wellspent.co/advisors/jonathan-wride/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Crafted Finance, LLC
- **Based in:** Seattle, Washington
- **Fee model:** Ongoing planning fee; Percentage of assets; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $3,000; 0.5% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $102.9M across 472 accounts
- **Credentials:** CFP
- **Specialties:** Real estate investors, Equity compensation, Founders (pre-exit), Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 5634043 (https://adviserinfo.sec.gov/individual/summary/5634043)
- **SEC registration:** Investment adviser representative in AL, TX, WA
- **Exams passed:** Series 66 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://craftedfinance.com

## Frequently asked questions

### Is Jonathan Wride a fee-only financial advisor?

Yes. Jonathan Wride is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonathan's firm.

### How does Jonathan charge for financial advice?

Jonathan charges an ongoing planning fee, a percentage of assets and a one-time planning fee.

### How much does Jonathan charge?

According to Crafted Finance, LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $3,000; 0.5% a year on the first tier of assets managed.

### Where is Jonathan Wride based?

Jonathan Wride is based in Seattle, Washington.

### What does Jonathan specialize in?

Jonathan's specialties include real estate investors, equity compensation, founders (pre-exit), tax planning, estate & legacy planning and retirement planning.

### What credentials does Jonathan Wride hold?

Jonathan Wride holds the CFP credential.

### Is Jonathan Wride registered with the SEC?

Yes. Jonathan Wride is registered as an investment adviser representative in AL, TX and WA (CRD 5634043), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Crafted Finance, LLC manage?

Crafted Finance, LLC reports $102.9M across 472 accounts in assets under management.

### How do I contact Jonathan Wride?

Through Jonathan's website, craftedfinance.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45427): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://craftedfinance.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.