Jonathan Wride
Crafted Finance, LLC · Seattle, Washington
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).
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Specialties
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 |
| Assets under management | $102.9M across 472 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TX, WA · CRD 5634043 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | craftedfinance.com |
| Profile |
How Jonathan's firm compares
- Ongoing planning starts at $3,000 a year, below the Washington median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, in line with the Washington median of $3,000 for fee-only firms that publish prices.
- Crafted Finance, LLC's average account is about $218,000, from its Form ADV (assets managed divided by 472 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Crafted Finance, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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