Brian Jones is a registered investment advisor at Your Everyday Roi, based in Howells, NE. Brian 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, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Your Everyday ROI offers ongoing financial planning for a fixed monthly fee of $350. This includes working with a planner to develop and implement a plan, monitoring the plan, recommending changes, and ensuring the plan is up to date. The plan is reviewed annually.
Your Everyday ROI offers project-based financial planning for a fixed fee of $3,000. Topics include retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. Hourly financial planning is also available at $350 per hour.
Location
Howells, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Your Everyday Roi
State Registrations1 state
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