Chelsea Jones
Chelsea Jones is a CFP-designated registered investment advisor at Physician Family Financial Advisors INC, based in Orlando, FL, with 6 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 376 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Physician Family offers account management services where they choose and transact securities for you. They primarily recommend Schwab and Altruist for accounts they manage and Betterment for sub-advised accounts. The fees for account management are part of a monthly membership fee, which also covers the cost of Betterment's sub-advisory services.
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Physician Family Financial Advisors INC
State Registrations2 states
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