Advisor at WJ Financial Advisors, LLC
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Firm
WJ Financial Advisors, LLC
Location
Killingworth, CT 06419
Credentials
CFA®, Series 65
Industry experience
18 years
Wallace Jones is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been with WJ Financial Advisors, LLC since 2006. WJ Financial Advisors is a fee-only firm that provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost, passive index funds, while also employing more active strategies such as options and margin in certain accounts, and offers ERISA 3(21) fiduciary services for employer-sponsored plans.
Based on WJ Financial Advisors, LLC
Based on WJ Financial Advisors, LLC
Fixed fees range from $1,500 to $15,000 depending on the complexity of the engagement
Hourly fees range from $125 to $375 per hour
Fee-only: Combined Investment Management/Financial Planning Services fees up to 1.25% annually, negotiable; hourly fees $125 to $375 per hour; fixed fees $1,500 to $15,000 depending on complexity; ongoing fees charged quarterly based on client's circumstances
255 Route 80, Suite 201
Killingworth, CT 06419
Connecticut
WJ Financial Advisors, LLC
2006 - Present (20 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.
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