TrueAdvisor
TrueAdvisor
CC
CC

Caleb Collier

Maripau Wealth Management LLC
11 Years of Experience
Ann Arbor, MI
Sells Insurance
View SEC Summary
View SEC Summary

Caleb Collier is a registered investment advisor at Maripau Wealth Management LLC, based in Ann Arbor, MI, with 11 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,064 clients with $360M in assets under management.

Maripau Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,064 clients
Average Client Portfolio
$342K average
Assets Under Management
$363.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual asset-based fees typically range between 1.00% and 2.00% per year. Fees are negotiable and depend on account complexity, investment strategy, asset level, and financial planning scope.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

315 East Eisenhower Parkway, Suite 303, Ann Arbor, MI, 48101

Get directions

History

Regulatory History
Clean regulatory record

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

Caleb is the VP and insurance agent at Senior Benefits and Planning, LLC, spending about half his time on business operations, staffing, budgeting, and insurance sales since 2002. He is also the VP of Strategy at Signal Advisors USA Inc., dedicating about 10-20% of his time to product distribution strategy since 2020, focusing on fixed indexed annuities and life insurance.

Employment History
Current Registrations
Maripau Wealth Management LLC
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Ae Wealth Management, LLC
July 2018 - April 2021 · 2 yrs 9 mos
Global Financial Private Capital, LLC
June 2015 - July 2018 · 3 yrs 1 mo
State Registrations2 states
MITX
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Ann Arbor, MI →All financial advisors in Michigan →