Jon-Paul Holyoak
Jon-Paul Holyoak is a registered investment advisor at Holyoak Wealth Management, LLC, based in Paradise Valley, AZ, with 22 years of industry experience. Jon-Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 35 clients with $11M 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees may be negotiable at HWM's discretion.
Fee Estimator
Location
Paradise Valley, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Jon-Paul provides marketing services through Officer-JP and J Marketing Services, Inc. to fund an individualized healthcare plan for his special needs daughter, dedicating a few hours per week. He also volunteers with the Scottsdale Charros and The Charro Foundation, spending minimal time on these activities.
Employment History
Current Registrations
Holyoak Wealth Management, LLC
Previous Registrations
Arma Financial Services, INC.
Arma Financial Services, INC.
Arma Financial Services, INC.
Arma Financial Services, INC.
UBS Financial Services INC.
State Registrations1 state
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.