Amy Jones is a registered investment advisor at Clarus Wealth Advisors, LLC, based in Peoria, AZ. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 503 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Clarus Wealth Advisors manages your investments for a fee based on a percentage of the value of your portfolio. The specific fee is in your agreement and may vary based on the size of your account, how complex it is, and how active it is. Fees can be negotiated. Related accounts may be combined to determine the fee, potentially resulting in lower fees.
Location
9125 W. Thunderbird Road, Suite 100, Peoria, AZ, 85381
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clarus Wealth Advisors, LLC
Private Client Services, LLCBroker
State Registrations1 state
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