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Zetlmaier Wealth Management LLC

Tailored Financial Planning for You

Based in Seattle, Zetlmaier Wealth Management LLC (ZWM) offers financial services to clients across the nation. As a Registered Investment Advisory firm, we are dedicated to delivering tailored solutions in wealth management and financial planning. Our approach is centered around understanding each client's unique financial goals and crafting strategies that cater to their individual needs.

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At ZWM, we recognize the importance of personalized financial advice. Our team of experienced financial advisors works diligently to develop plans that reflect the diverse objectives and aspirations of our clients. Whether you're looking to shift your financial strategy, explore new options with financial advisors, or require guidance on managing a sudden influx of wealth, our mission is to offer exceptional value and service.

Avoid Mistakes

Our nationwide reach allows us to serve a wide array of clients, from those just starting their financial journey to seasoned investors seeking new perspectives. We strive to demystify the complexities of financial planning and investment management, providing clear, straightforward information that empowers our clients to make informed decisions. Our competitive fee structure further ensures that high-quality financial advice is accessible to all.

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ZWM's commitment to client success is evident in our holistic approach to financial planning. We believe that effective wealth management goes beyond mere investment strategies; it involves creating a comprehensive roadmap that considers every aspect of your financial life. From retirement planning to estate strategies, our services are designed to support you through all of life's financial changes.

Why Zetlmaier Wealth Management LLC?

If you are here, maybe you are looking for a change? Perhaps you want to test the waters of working with an advisor or put together a comprehensive financial plan. Or, maybe you have received a financial windfall and don’t want to work with your parents’ advisor? Whatever the reason, you’ll find ZWM offers a significant difference from other financial services firms: incredible value. It all starts with ZWM’s core tenants—serving as a legal fiduciary, exercising fierce independence, and charging a fair fee.

Registered Investment Advisor

Owner and registered investment advisor, Jon Zetlmaier CFP®, AIF®, is dedicated to providing personalized solutions tailored to your unique needs and goals.

Fiduciary Services

ZWM is legally bound to work in your best interest.

Professional

Certified Financial Planner and Accredited Investment Fiduciary.

Flat Fees

A tiered fee structure is used for smaller accounts, not to exceed $10,000 annually per household.

Independent

ZWM is registered with the State of Washington Department of Financial Institutions.
It is not a subset of a larger RIA or brokerage firm.

Personal

Work directly with Jon Zetlmaier CFP®, AIF®.

Wide array of services

Financial Planning, Wealth Management, Insurance, and Estate Planning

The ZWM Difference

Zetlmaier Wealth Management LLC Fee Calculator

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FIXED FEES FOR CLARITY

1% to $250,000. >$250,000 0.5%. Fees capped at $10,000/household

CLIENT-CENTRIC APPROACH

The focus is always a tailored approch to client needs.

PERSONALIZED GUIDANCE

No team to navigatge. With Jon, you get direct access and expert advice.

HOLISTIC FINANCIAL PLANNING

At ZWM, You are guided towards a secure and fulfilling retirement.

PERSONALIZED INVESTMENT STRATEGIES

Personalization drives our investment strategies. Tailored solutions to meet your financial needs.

GROW YOUR WEALTH WITH ZWM

ZWM prioritizes diversification and risk managment for your optimized returns and long-term success.

Why Choose Us

Smart Investing with Smart Ideas

Unlock your financial potential with Zetlmaier Wealth Management. We blend innovative strategies and insightful expertise to craft personalized investment plans for a secure future. Smart investing starts with smart ideas.

Personalized Investment Strategies

Tailored Plans to Meet Your Unique Goals

Diversified Investment Portfolios

Adhere to Modern Portfolio Theory to help minimize risk

Ongoing Portfolio Monitoring

Proactive Adjestments for Optimal Performance

Transparent & Fee-Only Approach

Clear Pricing with Your Best Interests in Mind

Zetlmaier Wealth Management LLC is trusted by hundreds of clients in 8+ Counties

Our Service

Giving You Financial Power

At ZWM, we believe in a transparent and straightforward approach. Financial planning can often seem complex, but our mission is to simplify it for you. We provide clear, easy-to-understand information that empowers you to make informed decisions. Our goal is to demystify the process, making it more accessible and less intimidating.

Independent

ZWM is registered with the State of Washington Department of Financial Institutions. It is not a subset of a larger RIA or brokerage firm.

Personal

Work directly with Jon Zetlmaier CFP®, AIF®.

Wide Array of Services

Financial Planning, Wealth Management, Insurance, and Estate Planning

Fiduciary Service

ZWM is legally bound to work in your best interest.

Professional

Certified Financial Planner and Accredited Investment Fiduciary.

Flat Fees

A tiered fee structure is used for smaller accounts, not to exceed $10,000 annually per household.

Insight

NEWS & UPDATES
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Becoming a Disruptor

When starting Zetlmaier Wealth Management LLC I envisioned being a disruptor in the industry, that buzzword that tech companies throw around about how they revolutionize
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Good Draw Hand

It’s been awhile since my last blog post.  Given the lapse of time this post will be number 7 in my top 10, Create Options. 

Let's Work Together

Whether you’re a novice investor or have years of experience, ZWM is here to guide you every step of the way. Our competitive fee structure ensures that high-quality financial advice is accessible, and our nationwide reach allows us to serve clients from diverse backgrounds.

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To learn more about how Zetlmaier Wealth Management LLC can help you achieve your financial goals, contact us by phone, email, or through our convenient Contact Us form.

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Copyright © 2024 Zetlmaier Wealth Management LLC, All rights reserved
Zetlmaier Wealth Management LLC is a registered investment adviser in the State of Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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