Peter Jones
Peter Jones is a CFP-designated registered investment advisor at Wellington Consulting Services INC, based in Chantilly, VA, with 33 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 9,324 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K+ | 1.75% |
Rates apply to the LAMP-Plus program. Other programs have separate schedules, including LAMP-Plus ETFs at a flat 1.00%, Business Solutions and Perfect401(k) up to 1.25%, and Atlas-401(k) services from 0.10% to 1.00%. Fees are negotiable.
Fee Estimator
Location
14325 Willard Rd. Suite 104, Chantilly, VA, 20151
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1991Other Business Activities
Peter is the President of Everington Consulting, Inc., which engages in third-party recordkeeping for company retirement plans, taking about half of his time. He is also the president of Wellington Financial Group, Inc., spending minimal time in related duties.
Employment History
Current Registrations
Wellington Consulting Services INC
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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