# Jonas Merrill

> Jonas Merrill is a fee-only financial advisor at Pathlight Financial Planning in Portland, Oregon, who holds the CFP credential. Jonas charges a percentage of assets and an ongoing planning fee (ongoing planning from $5,000 a year and 1% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/jonas-merrill/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pathlight Financial Planning
- **Based in:** Portland, Oregon
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $9.0M across 33 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 5009041 (https://adviserinfo.sec.gov/individual/summary/5009041)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://pathlightfinancialplanning.com

## Frequently asked questions

### Is Jonas Merrill a fee-only financial advisor?

Yes. Jonas Merrill is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonas's firm.

### How does Jonas charge for financial advice?

Jonas charges a percentage of assets and an ongoing planning fee.

### How much does Jonas charge?

According to Pathlight Financial Planning's website, checked October 28, 2026: ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed.

### Where is Jonas Merrill based?

Jonas Merrill is based in Portland, Oregon.

### What does Jonas specialize in?

Jonas's specialties include tax planning, estate & legacy planning and retirement planning.

### What credentials does Jonas Merrill hold?

Jonas Merrill holds the CFP credential.

### Is Jonas Merrill registered with the SEC?

Yes. Jonas Merrill is registered as an investment adviser representative in OR (CRD 5009041), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pathlight Financial Planning manage?

Pathlight Financial Planning reports $9.0M across 33 accounts in assets under management.

### How do I contact Jonas Merrill?

Through Jonas's website, pathlightfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50946): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://pathlightfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.