Phillip Jones is a CFP-designated registered investment advisor at Cavu Wealth Management, based in Lakeside, CA, with 20 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 367 clients with $170M 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 | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are blended. CAVU Wealth Management also offers a flat fee schedule of 1.50% per year.
Fee Estimator
Location
10001 Maine Ave, Lakeside, CA, 92040
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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 →Other Business Activities
Phillip is a 30% owner and officer/director of CAVU Wealth Management, a registered investment advisor, dedicating nearly full-time hours to it. He also works as a notary and a real estate agent, spending minimal time on each.
Employment History
Current Registrations
Cavu Wealth Management
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Capital Financial Consultants Group, INC.
Qa3 Financial CORP.Broker
State Registrations1 state
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