Jonah Collier
Jonah Collier is a registered investment advisor at Maripau Wealth Management LLC, based in Fort Wayne, IN, with 11 years of industry experience. Jonah 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
4509 Maplecrest Road, Fort Wayne, IN, 46835
Get directionsHistory
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
Jonah is a VP and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial since 1998, focusing on insurance sales and services, as well as business management. This takes about half of his time.
Employment History
Current Registrations
Maripau Wealth Management LLC
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
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
More Advisors
- Thomas Stricker, ChFCMaripau Wealth Management LLC
- Patrick O'connell, CFPWealth Advisors Group
- Stephen Spoltman, ChFCSummit Consultants, INC.
- Kory Klosterman, CFPEdward Jones
- Adam Tudor, CFPLasalle St. Investment Advisors, L.L.C.
- Erik Tom, CFPSummit Consultants, INC.