Andrew Jones is a registered investment advisor at The Advisory Resource Group, LLC, based in Tulsa, OK, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 712 clients with $810M 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 | 1.75% |
Maximum fee is 1.75%, but a lower fee may be negotiated.
Fee Estimator
Location
4625 E. 91st Street, Tulsa, OK, 74137
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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
Andrew is an investment specialist at Advisory Resource Group, LLC dba Compass Pointe Financial, a registered investment advisor. He spends nearly full-time (150 hours per month) on trading, portfolio management, and research.
Employment History
Current Registrations
The Advisory Resource Group, LLC
M. S. Howells & CO.Broker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Hornor, Townsend & Kent, 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.