Jon Gauthier
Colarion · Greenville, South Carolina
Jon Gauthier is a fee-only financial advisor at Colarion in Greenville, South Carolina, who holds the CFP credential. Colarion reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Colarion |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $188.3M across 148 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC · CRD 5397385 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | fivepoint.substack.com |
| Profile |
How Jon's firm compares
- Colarion's average account is about $1.3 million, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Jon
Is Jon Gauthier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and Colarion reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon's firm, Colarion, reports charging a percentage of assets on its SEC Form ADV.
Where is Jon Gauthier based?
Jon Gauthier is based in Greenville, South Carolina.
What credentials does Jon Gauthier hold?
Jon Gauthier holds the CFP credential.
Is Jon Gauthier registered with the SEC?
Yes. Jon Gauthier is registered as an investment adviser representative in FL and NC (CRD 5397385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colarion manage?
Colarion reports $188.3M across 148 accounts in assets under management.
How do I contact Jon Gauthier?
Through Jon's website, fivepoint.substack.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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