Hilary Jones Rojo
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Taylor, AZ
Credentials
Series 66
Industry experience
23 years
About
Hilary Jones Rojo is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at LPL Financial, Securities America, and Verus Capital Partners. Outside of advising, she serves as president of Holy Ghost Ranch, Inc., an animal rescue organization focused on the care and treatment of rescue horses. Cetera Investment Advisers supports a diverse client base, including individuals, high-net-worth investors, institutions, and retirement plans, through a large network of independent advisors. The firm offers various portfolio management and fiduciary services, combining retirement and institutional capabilities with access to multiple program structures and third-party managers.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
Taylor, AZ
Most active in
Hilary J has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
FFEC Wealth Partners
2024 - Present (2 years)
Cetera
2024 - Present (2 years)
Cetera Wealth Services, LLC
2024 - Present (2 years)
LPL Financial, LLC
2020 - 2024 (4 years)
Guardian Wealth Builders LLC
2014 - Present (12 years)
Verus Capital Partners, LLC
2013 - 2024 (11 years)
Securities America Inc
2013 - 2020 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Kevin D
CFP®, Series 63, Series 65
Snowflake, AZ
Better World Planning
Kevin Dunford is a CFP® with five years of industry experience, currently serving as the sole advisor at Better World Planning. His prior experience includes roles at Intuit, where he works as a tax preparer, SwitchPoint Financial Planning, Commonwealth Financial Network, and Charles Schwab & Co., Inc. Outside of advising, he owns KJD Investments LLC, a business brokerage account used for options trading. Better World Planning offers advice-only financial planning primarily through virtual meetings, serving individuals and high-net-worth clients. The firm provides comprehensive financial, tax, and estate planning without managing client assets, focusing on investment recommendations aligned with modern portfolio theory and passive strategies.
Dustin R
Series 65
Snowflake, AZ
The Partners Wealth Management
Dustin Richards is a Series 65-licensed financial advisor at The Partners Wealth Management with two years of industry experience. He has prior experience at Summit Global Investments and operates his own CPA firm, Dustin Richards CPA PLC, where he prepares tax forms, audits, and performs general accounting. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management and financial planning through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models and generally holds discretionary authority to implement client strategies.
Hyrum C
CFP®, Series 63
Snowflake, AZ
Edward Jones
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