Jonas Merrill
Pathlight Financial Planning · Portland, Oregon
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.
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Specialties
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 | $9.0M across 33 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 5009041 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pathlightfinancialplanning.com |
| Profile |
How Jonas's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Oregon median of $5,000 for fee-only firms that publish prices.
- Pathlight Financial Planning's average account is about $273,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Jonas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Pathlight Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- 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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