Jonas Merrill is a CFP-designated registered investment advisor at Pathlight Financial Planning LLC, based in Portland, OR, with 5 years of industry experience. Jonas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Millennials & Gen Z, and 1 more. Their firm serves 11 clients with $9M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.60% |
| $2.5M+ | 0.50% |
Fee Estimator
Contact
Jonas Merrill
Location
401 NE 19th Ave, Suite 200, Portland, OR, 97232
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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 →Employment History
Current Registrations
Pathlight Financial Planning LLC
Previous Registrations
Skyline Financial Northwest
Stancorp Investment Advisers, 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.
Exams