Jonel Tomines is a CFP-designated registered investment advisor at Cmg Financial Consulting, based in Scottsdale, AZ, with 5 years of industry experience. Jonel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 118 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients utilizing the Early Investor, Foundation Builder or Financially Independent plans receive portfolio management services at no additional charge. These plans range from $450 to $1250 per month and include financial planning and investment recommendations.
Location
Scottsdale, AZ
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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.
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Jonel works as a Financial Planner for Origin Financial, dedicating minimal time to this activity.
Employment History
Current Registrations
Cmg Financial Consulting
Previous Registrations
Origin Investment Advisory LLC
Mariner Wealth Advisors
Ep Wealth Advisors
State Registrations4 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.