Timothy Jones is a registered investment advisor at Purefi Wealth, LLC, based in Boston, MA, with 32 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 83 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PUREfi Wealth's maximum annual fee for portfolio management is 1.50%. Fees are billed quarterly in advance, based on the account value at the end of the previous quarter. Adjustments are made for deposits and withdrawals exceeding $50,000. Fees are negotiable and may be reduced by combining account values of family members in the same household.
Location
10 Post Office Square, Suite 710, Boston, MA, 02109
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Regulatory History (2)
Regulatory
November 2025Employment Separation After Allegations
January 2014Employment History
Current Registrations
Purefi Wealth, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Thomas Weisel Partners LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Kemper Distributors, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.