Blake Oliver
Blake Oliver is a registered investment advisor at Maripau Wealth Management LLC, based in St. Augustine, FL, with 3 years of industry experience. Blake 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
St. Augustine, FL
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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
Blake is an insurance agent with Estate Preservation Agency Inc. since 2020, dedicating nearly full-time hours to personal sales, client, and agent management. Blake is also a contractor for Oliver Wealth Management LLC, but spends no time on this activity.
Employment History
Current Registrations
Maripau Wealth Management LLC
Previous Registrations
Foundations Investment Advisors LLC
Estate Performance Advisors L.L.C.
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.
Exams
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