CJ
CFP
CJ
CFP
Carly Jeavons
8 Years of Experience
Santa Monica, CA
4 Disclosures
Carly Jeavons is a CFP-designated registered investment advisor at Root Financial Partners, based in Santa Monica, CA, with 8 years of industry experience. Carly 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 858 clients with $2.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
858 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$2.1B
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Client relationships are subject to a minimum annual advisory fee of $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Santa Monica, CA
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Regulatory History (4)
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Financial
February 2020Final
Financial
February 2020Final
Financial
February 2020Final
Financial
January 2020Final
Employment History
Current Registrations
Root Financial Partners
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2021 - October 2023 · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2021 - October 2023 · 2 yrs 4 mos
Integrated Wealth Concepts LLC
March 2021 - July 2021 · 4 mos
Level Four Advisory Services
October 2020 - February 2021 · 4 mos
LPL Financial LLCBroker
August 2020 - July 2021 · 11 mos
LPL Financial LLC
August 2020 - October 2020 · 2 mos
Madrid Retirement Advisors
September 2016 - February 2019 · 2 yrs 5 mos
LPL Financial LLCBroker
June 2016 - September 2018 · 2 yrs 3 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.