Vekevia Tillman-Jones is a CFP-designated registered investment advisor at Real Life Planning, based in Gladstone, NJ, with 8 years of industry experience. Vekevia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 19 clients with $7.5M 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 $250K | Included |
| $250K+ | 0.50% |
Investment management is only offered as part of the Lift Program. The first $250,000 of assets are included in the monthly planning fee. Fees are negotiable.
Fee Estimator
Location
Gladstone, NJ
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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
Vekevia owns Vekevia Tillman-Jones, LLC/Visualize the Journeys, LLC, providing financial and business coaching, dedicating minimal time. She also manages a vehicle rental business, Off the Porch, LLC, spending minimal time on it.
Employment History
Current Registrations
Real Life Planning
Previous Registrations
Facet Wealth, INC
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
State Registrations6 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.