Advisor at Dalton Wealth Planners
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Firm
Dalton Wealth Planners
Location
Dalton, GA 30721
Credentials
CFP®, Series 66
Industry experience
17 years
Miller Jones III is a CFP® with 17 years of industry experience, currently serving as an advisor at Dalton Wealth Planners since 2024. He previously worked at Commonwealth Financial Network from 2015 to 2024. His other business activities include fixed insurance sales conducted outside of regular business hours. Dalton Wealth Planners serves individual and high-net-worth clients with wealth management that integrates discretionary investment management and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and uses an external model marketplace for portfolio implementation.
Based on Dalton Wealth Planners
Based on Dalton Wealth Planners
Fixed fees for Project-Based Financial Planning between $2,000 and $5,000
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
$500 per hour for Project-Based Financial Planning
Ongoing Financial Planning fees range from $0 to $3,000 per year, paid monthly in arrears
Fee-only: Fee-only firm; no commissions or sales-related compensation
1515 Abutment Rd, Suite 105
Dalton, GA 30721
Georgia
Dalton Wealth Planners, LLC
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
Commonwealth Financial Network
2015 - 2024 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 65
Dalton, GA
Dalton Wealth Planners
Series 63, Series 65
Dalton, GA
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CFP®, Series 66
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Series 66
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Series 66
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Kingswood Wealth Advisors, LLC
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Kingswood Wealth Advisors, LLC
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