Fee-Only · Fiduciary · CFP® Certified · Virtual Nationwide

Conquer Your Finances. Fund a Life You Love.

Wonder Wealth is a San Diego-based, fee-only fiduciary financial planner helping busy families, professionals, and business owners simplify their money — and live more boldly.

Schedule Your Free Intro Call Explore Our Approach

Why Wonder Wealth

Built Around Your Best Interest

Fee-Only

Zero commissions. Zero conflicts. We're paid by you — so we work entirely for you.

Fiduciary, Unconditionally

Legally bound to put your interests first — in every conversation, every recommendation, every decision.

CFP® Certified

Guided by a Certified Financial Planner® — the gold standard credential in personal financial planning.

Virtual & Nationwide

World-class financial planning from the comfort of your home, available to clients across the entire country.

Judgment-Free Planning

Every question is welcome. Every goal is valid. We meet you exactly where you are.

Life-Centered Approach

We plan around your values and vision for life — so your money serves you, not the other way around.

About Wonder Wealth

Financial Planning That Starts With You

Wonder Wealth was built on a belief that financial planning should feel like a breakthrough — not a burden. Founded by Jonathan Grannick, CFP®, we take a deeply human approach to money, starting not with spreadsheets but with questions: What do you want your life to look like? What's holding you back? What would you do if money wasn't the obstacle?

Jonathan's path to financial planning is personal. Growing up watching his parents navigate financial decisions without professional guidance, he witnessed firsthand how the absence of a plan — not bad intentions — creates real, lasting, and completely avoidable consequences.

Today, Wonder Wealth serves busy families, professionals, and business owners in San Diego and across the country — virtually, intentionally, and always as a fiduciary. No boardrooms. No suits. No jargon. Just a trusted guide, a clear plan, and the financial confidence to live exactly the life you've designed.

Work With Jonathan See How It Works
Jonathan Grannick CFP® - Wonder Wealth Financial Advisor
CFP®
Certified Financial Planner

Your Why

What Brings You Wonder?

"Wonder" — a feeling of surprise mingled with admiration, caused by something beautiful, unexpected, and extraordinary. Let's fund yours.

Guilt-Free Travel
"Guilt Free" Travel
More Time With Family
More Time With Family
Start a Business
Start a Business
Work Life Balance
Work-Life Balance
Your Dream Home
Your Dream Home
Start a Charity
Start a Charity

Our Approach

Financial Guidance That Actually Moves You

We help you financially prepare for tomorrow, so you can live more boldly for today. No confusing jargon. No stuffy boardrooms. Just clarity, confidence, and a plan built around your real life.

Fee-Only, Always

No commissions, no product sales, no hidden agendas. Every recommendation is 100% in your corner.

Fiduciary Standard

Legally and ethically obligated to act in your best interest — not sometimes. Always.

Virtual & Nationwide

Meet from the comfort of home with cutting-edge technology. Premium guidance, zero commute.

Whole-Life Planning

Built around your values, relationships, and life vision — not just your portfolio balance.

Radical Simplicity

We cut through the noise and hand you a clear, prioritized action plan. Simplicity is what gets you moving.

Judgment-Free Space

Money is emotional. We create a safe, open environment to explore your fears and mindset without shame.

CFP® Expertise

Work 1-on-1 with a Certified Financial Planner® who brings professional rigor and genuine care.

Down-to-Earth

No suits, no boardrooms, no jargon. Just a real conversation with someone who genuinely wants to see you win.

Our Services

A Plan for Every Chapter of Your Life

Holistic Financial Planning

A comprehensive, values-driven roadmap connecting your money to your life — with clear, step-by-step action items.

Investment Management

Personalized, evidence-based investment strategies built around your goals and risk tolerance.

Financial Planning for Families

Help busy families build a financial foundation that supports the life you're creating together.

Planning for Business Owners

Navigate the unique financial complexities of entrepreneurship — protecting your personal wealth while building and scaling the business you've worked so hard for.

Planning for High-Earning Professionals

Maximize the financial power of a strong income with tailored strategies for tax efficiency, wealth accumulation, and long-term financial independence.

Retirement Planning

Build a clear, confident path to the retirement you've imagined — designed around your timeline and lifestyle.

Couples & Money Alignment

Guided exercises that surface values, resolve conflict, and turn money conversations into a shared vision.

Virtual Advisory (Nationwide)

The full Wonder Wealth experience remotely — tech-driven, highly personal, and just as effective anywhere in the country.

The Transformation

Money Is Emotional.
We Aim to Transform That.

Lost Empowered

You are the hero, we are the guide. Where would Luke Skywalker be without Yoda?

Anxious Reassured

A plan helps fight off anxiety so you can be present with your life today.

Confused Clarity

Finally be clear on what to do with your money so it's working for you.

Overwhelmed Confident

Feel more confident in your money moves, backed by your vetted financial plan.

Embarrassed Inspired

Feel inspired, not judged. We aim to motivate you, celebrating all your wins.

Procrastinating Action

Start taking action now. Time is money and procrastination is often far worse.

No Time Make Time

We make your money our priority so you can prioritize what matters most.

Fearful Encouraged

Overcome irrational fears, get educated, and feel encouraged after seeing what your money can do.

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How It Works

3 Steps to Realize
Your Life Vision

Step One

Schedule a Complimentary Call

A no-pressure virtual video call to explore your situation and see if we're the right fit. We're committed to helping you find the right advisor — even if that turns out not to be us.

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Step Two

Build Your Life Vision & Plan

Through guided exercises, we uncover your needs, wants, and wishes — then build a personalized financial plan with sleek reports, custom recommendations, and step-by-step action items you can actually follow.

Step Three

Bring Your Vision to Life, Together

This is where it gets real. We help you execute your plan, hold you accountable, and keep your financial life moving forward — so you can stop managing money stress and start living with intention.

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Start With a Free Call
Financial freedom lifestyle
Planning your future
Your dream vacation home
Pursue your purpose

FAQ

Your Questions, Answered

Fee-only means we are compensated directly by you — not through commissions, referral fees, or product sales. This eliminates conflicts of interest and ensures our advice is always aligned with your goals, not a sales quota.

A fiduciary is legally and ethically required to act in your best interest at all times — not just when it's convenient. Yes, we are unconditional fiduciaries. Not all financial advisors are; it's an important distinction to ask about.

Not at all. We work with clients across the country through a fully virtual experience that is every bit as personal and effective as meeting in person. All you need is a video connection.

We specialize in busy families, high-earning professionals, and business owners who are ready to take control of their financial future and start living more intentionally. If money feels stressful, overwhelming, or confusing, you're in the right place.

Absolutely not. A financial plan is most powerful when you build it proactively. We help you get organized, make smarter decisions, and build wealth — regardless of where you're starting from.

We ditch the boardrooms, jargon, and commission-driven conflicts of interest. We're virtual, down-to-earth, fee-only fiduciaries who plan around your whole life — your values, your relationships, your goals — not just your investment portfolio.

It starts with a free introductory call, followed by a guided life-vision exercise and the creation of your personalized financial plan. From there, we work together to implement, adapt, and keep your financial life moving in the right direction.

Schedule a free introductory call. It's a no-commitment, judgment-free conversation where we learn about your goals and see if we're the right fit for each other. There's no pressure — just a genuine conversation.

Ready to Begin?

Stop Worrying About Money.
Start Living Boldly.

Schedule your free, no-commitment introductory call today. Let's talk about your goals, your fears, and how a clear financial plan can unlock the life you've been imagining.

Schedule a Free Intro Meeting Call Us Directly

Phone

+1 (630) 780-0354

Location

San Diego, CA

Serving Clients Nationwide

Virtual

100% Virtual

Meet from Anywhere