# Jonathon Fernandez-Rubio

> Jonathon Fernandez-Rubio is a fee-only financial advisor at Core Wealth Management in Jupiter, Florida, who holds the CFP credential. Core Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathon-fernandez-rubio/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Core Wealth Management
- **Based in:** Jupiter, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $404.7M across 999 accounts
- **Credentials:** CFP
- **CRD:** 7438241 (https://adviserinfo.sec.gov/individual/summary/7438241)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2022)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.core-wm.com

## Frequently asked questions

### Is Jonathon Fernandez-Rubio a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathon holds no broker registration, and Core Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathon charge for financial advice?

Jonathon's firm, Core Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathon Fernandez-Rubio based?

Jonathon Fernandez-Rubio is based in Jupiter, Florida.

### What credentials does Jonathon Fernandez-Rubio hold?

Jonathon Fernandez-Rubio holds the CFP credential.

### Is Jonathon Fernandez-Rubio registered with the SEC?

Yes. Jonathon Fernandez-Rubio is registered as an investment adviser representative in FL (CRD 7438241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Core Wealth Management manage?

Core Wealth Management reports $404.7M across 999 accounts in assets under management.

### How do I contact Jonathon Fernandez-Rubio?

Through Jonathon's website, www.core-wm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7438241): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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