Jonathon Zetlmaier
Jonathon Zetlmaier is a CFP-designated registered investment advisor at Zetlmaier Wealth Management LLC, based in Seattle, WA, with 27 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 83 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 0.50% |
Fees are capped at $2,500 per quarter for any household account value over $2,000,000. Discounts may be offered to family members, friends, or associated persons of ZWM.
Fee Estimator
Location
1420 5th Ave, Suite 2200, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathon is an independent insurance agent selling fixed insurance products since 2014 and owns Zetlmaier Wealth Management LLC since 2020, where he sells and services insurance, securities, and investment products. He also serves as Treasurer for Our Lady of Guadalupe Catholic Youth Organization and on the Board of Governors for the Washington Athletic Club, dedicating minimal time to each.
Employment History
Current Registrations
Zetlmaier Wealth Management LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
Icma-Rc Services, LLCBroker
Banc of America Investment Services, INC.Broker
Olde Discount CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.