Da-Zha Jones is a registered investment advisor at Capitalwize, LLC, based in Atlanta, GA, with 13 years of industry experience. Da-Zha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 101 clients with $270K 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 | 0.99% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees for accounts of $1,000,000 and above are negotiable. The fee includes a 0.20% Betterment platform fee.
Fee Estimator
Location
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA, 30309
Get directionsHistory
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
Da-Zha is the CEO of Guided to Wealth Planning Group since July 2021. He spends about 10-20% of his time on 1:1 financial coaching and financial wellness education.
Employment History
Current Registrations
Capitalwize, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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
More Advisors
- Devin AlphinCapitalwize, LLC
- Cort Haber, CFPXception Family Office
- Floyd Green, CFAFloyd Green Financial Services, INC.
- William Anderson, ChFCJ.P. Morgan Securities LLC
- Jodi Dhollosy, CFPAdvocacy Wealth Management, LLC
- Peyton Bogard, CFAAsset Preservation Advisors, LLC