Jared Fenlason is a registered investment advisor at The Dr Team, based in Murrieta, CA, with 7 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Fenlason Financial Services charges an annual fixed fee of $4,800 for ongoing financial planning and investment consulting services. This fee is divided into monthly installment payments of $400, which are billed in advance on the 1st or 15th of each month via credit card or automated clearing house.
- Plan update — $1,500 fixed fee for clients who have been with the firm for at least one year and wish to receive an updated financial plan without renewing their ongoing agreement.
- Individual seminar consultations — $300 for one-on-one consultations provided to attendees of the firm's educational seminars and workshops.
Location
Murrieta, CA
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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 →Employment History
Current Registrations
The Dr Team
Previous Registrations
Chris A. Clark Insurance Services, LLC
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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