Joshua Jones
Joshua Jones is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Wichita, KS, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
Location
131 North Rock Island Suite A, Wichita, KS, 67202
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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 ActivitiesSells Insurance
Joshua is an agent for MTXE Capital, selling fixed insurance. He also owns MTXE Analytics, providing market analytics and investment portfolio design, dedicating about a quarter of his time. Joshua is also an IAR for WCG Wealth Advisors, spending nearly full-time on investment advisory services.
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
V Wealth Advisors LLC
Edward Jones
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
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