Jones Associates Financial & Insurance Services provides financial planning to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. Jones Associates reviews your financial situation and provides a written report with recommendations in areas like tax planning, retirement planning, estate planning, and insurance. Implementation of the recommendations is at your discretion, and you'll work with your own attorney, accountant, and other professionals.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Counselor Notebook — $250 to $500 for the notebook and development of a balance sheet and cash flow statement.
- Comprehensive Financial Planning — $950 to $5,000, depending on complexity. Full annual reviews range from $250 to $3,000.
- Specialized Reports — Billed at $125 per hour, with a $250 minimum deposit.
One-Time Plan:$250 - $5,000
Hourly Rate:Up to $125/hr
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