Audrey Jones is a CFP-designated registered investment advisor at Financial Life Designs LLC, based in Lake Mary, FL, with 20 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 4 more. Their firm serves 39 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable within each tier.
Fee Estimator
Contact
Audrey Jones
Location
1540 International Parkway, Suite 2000, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Life Designs LLC
Previous Registrations
Bauerle Financial INC
Wealthcare Capital Management, INC.
CPA Wealth Management Services PA
CPA Wealth Management Services PA
Financial Management Concepts
State Registrations1 state
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.
Exams
Additional Information
I began my financial career as a life insurance agent in 1994. Quickly I realized that I desired a deeper relationship with my clients and knew to serve them in the best possible manner, I needed to begin my instruction to become a CERTIFIED FINANCIAL PLANNER® professional. Earning my CFP® designation in 1999, and therefore having more than a decade of experience serving many types of clients, I appreciate the opportunity of directing my own firm and specializing in the areas mentioned above.I am active in a number of professional and charitable organizations in the Central Florida area including the Casselberry Chamber of Commerce. I am a member of St. Luke's Lutheran Church in Oviedo where you may find me singing in the choir, volunteering in the Nursing Home, and sitting on the Board of Trustees of the St. Luke's Lutheran Church and School Foundation. In my spare time I enjoy tennis, dog agility, and camping with my teenage son and husband, Bob.