Advisor at Arbor Investment Advisors
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Firm
Arbor Investment Advisors
Location
Winston Salem, NC 27101
Credentials
CFP®, Series 65
Industry experience
16 years
Scott Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Arbor Investment Advisors since 2006. He holds a Series 65 license and is based in Winston Salem, NC. Arbor Investment Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an asset allocation approach grounded in modern portfolio theory, utilizing ETFs, mutual funds, closed-end funds, and individual equities and fixed income, with a focus on tax-efficient strategies and comprehensive portfolio reporting.
Based on Arbor Investment Advisors
Based on Arbor Investment Advisors
Flat fee of $3,000 to $7,000 for stand-alone financial planning and consulting services
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $15,000,000: 0.50% $15,000,000+: Negotiable
Account minimum: $1,000,000 Fee-only: Flat fee of $3,000 to $7,000 for stand-alone financial planning and consulting services
300 South Main Street
Winston Salem, NC 27101
North Carolina · Texas
Arbor Investment Advisors
2006 - Present (20 years)
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Winston Salem, NC
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