Jon Zetlmaier
Zetlmaier Wealth Management LLC · Seattle, Washington
Jon Zetlmaier is a fee-only financial advisor at Zetlmaier Wealth Management LLC in Seattle, Washington, who holds the AIF and CFP credentials.
- $44M
- Firm assets managed
- $382,000
- Firm's average account
- 1997
- First securities exam
How does Jon's firm compare?
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Zetlmaier Wealth Management LLC's average account is about $382,000, from its Form ADV (assets managed divided by 116 accounts).
Questions about Jon
Is Jon Zetlmaier a fee-only financial advisor?
Yes. Jon Zetlmaier is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jon's firm.
How does Jon Zetlmaier charge for financial advice?
Jon's firm, Zetlmaier Wealth Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jon Zetlmaier based?
Jon Zetlmaier is based in Seattle, Washington.
What credentials does Jon Zetlmaier hold?
Jon Zetlmaier holds the AIF and CFP credentials.
Is Jon Zetlmaier registered with the SEC?
Yes. Jon Zetlmaier is registered as an investment adviser representative in TX and WA (CRD 2945086), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Zetlmaier Wealth Management LLC manage?
Zetlmaier Wealth Management LLC reports $44.3M across 116 accounts in assets under management.
How do I contact Jon Zetlmaier?
Contact details aren't on file yet. Search for Zetlmaier Wealth Management LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Zetlmaier Wealth Management LLC |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $44.3M across 116 accounts |
| Credentials | AIF · CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 2945086 |
| Exams passed | Series 63 (1997) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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