Advisor at Wave Wealth Management, LLC
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Firm
Wave Wealth Management, LLC
Location
Frisco, TX 75034
Credentials
CFP®, Series 66
Industry experience
18 years
Benjamin Jones is a CFP® with 18 years of industry experience currently affiliated with Wave Wealth Management, LLC in Frisco, TX. He has worked at Wave Wealth since 2016 and previously at Ameriprise Financial Services. Jones is also the owner of WRM Strategies LLC, a pass-through entity related to his licensed insurance agent activities. Wave Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $116.6 million across about 64 clients, offering customized portfolios that utilize low-cost mutual funds, ETFs, and other securities alongside additional services such as retirement plan advisory, insurance implementation, tax preparation, and bookkeeping.
Based on Wave Wealth Management, LLC
Based on Wave Wealth Management, LLC
Financial planning services up to $10,000 annually
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
7000 Parkwood Blvd., Suite G300
Frisco, TX 75034
Louisiana · Texas
WRM Strategies
2025 - Present (1 year)
Wave Wealth Management, LLC
2016 - Present (10 years)
Ameriprise financial Services
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
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ChFC®
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3:23 Financial Services LLC
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Series 63
Addison, TX
Prudent Money Financial Services
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