Guy Jones is a CFP-designated registered investment advisor at Advisory Services Network, based in Willis, TX, with 27 years of industry experience. Guy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
Willis, TX
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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 →Other Business ActivitiesSells Insurance
Guy sells insurance products, including fixed and fixed index annuities and life insurance, through Guy P. Jones and Associates. He dedicates nearly full-time hours to insurance-related activities.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Horter Investment Management, LLC
Surety Wealth Management
Cambridge Investment Research Advisors, INC.
Tower Square Securities, 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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