Garrett Jones is a CFP-designated registered investment advisor at Crossroads Planning, based in Orange, CA, with 8 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 124 clients with $63M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are based on the average daily balance during the previous calendar quarter. Accounts for members of the same family can be aggregated for fee discounts. Planning clients with at least $500,000 in assets under management pay only this asset-based fee.
Fee Estimator
Location
765 the City Dr. S, Suite 390, Orange, CA, 92868
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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
Garrett works as a tax preparer for Crossroads Tax Planning, preparing tax returns and meeting with clients. This activity takes a few hours per week.
Employment History
Current Registrations
Crossroads Planning
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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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