Jones Financial Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,862,403
Clients
9
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
LowAverage account size
$651,378
About
The firm provides comprehensive and limited-scope financial planning and related services to individuals, families, trusts, and estates, including retirement, education, tax, estate, and insurance planning. Asset management is offered only to clients who engage the firm for financial planning and is conducted on an ongoing discretionary basis.
The firm follows a long-term, buy-and-hold approach using core model portfolios that are customized per client, employing tools such as MoneyGuidePro for planning and Morningstar Risk Profiler for risk assessment. Portfolios are broadly diversified across equities, fixed income and alternative strategies (including REITs, commodities and tactical funds), primarily using mutual funds and ETFs with attention to share-class selection and periodic rebalancing.
Noteworthy for a small independent adviser, the firm sponsors a wrap fee program and offers its Shareholders Services asset management only through that wrap arrangement, with execution and custody recommended through a specific custodian. The practice manages a modest asset base for a very small number of client households and is led by an experienced principal with legal and business graduate training, which informs the firm’s focus on individualized plan-based wealth management.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Initial fixed fee $1,000 to $2,000 (negotiable); annual retainer fee $1,000 to $5,000 (negotiable).
$200 per hour for financial planning services.
Annual retainer fee payable quarterly in advance, $1,000 to $5,000 depending on complexity.
Account minimum: $100,000 Fee-only: Financial planning fees on hourly, fixed, and retainer basis; Fixed fees negotiable, initial fixed fee $1,000 to $2,000, annual retainer fee $1,000 to $5,000, hourly fee $200/hour.
Main office location
Jones Financial Consulting, LLC
Eau Claire WI, United States
Number of offices
2
Most active in
Jones Financial Consulting, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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