John Schooler Jones LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$0
About
John Schooler Jones LLC provides financial planning and investment advisory services to a small set of clients that include individuals, closely held corporations, trusts, and pension plans. The firm acts only in a non‑discretionary capacity and does not take custody of client assets, typically implementing client mandates through third‑party managers rather than direct trading on its own behalf.
The firm’s investment process is built around third‑party asset management and institutional software: it uses Focus Partners Advisor Solutions (FPAS) for static asset allocation and IPS development, Manning & Napier for discretionary active security selection, and references strategies from providers such as Dimensional Fund Advisors. It emphasizes long‑term investing, diversification, periodic rebalancing, and minimizing transaction costs, with financial plans prepared and updated using FPAS’s planning tools.
What distinguishes this practice from many independent advisors is its very small, concentrated client base (five clients and $16.6 million advised as of the most recent filing) and its model of not providing direct portfolio management for individual accounts; instead, implementation and back‑office functions (including fee debiting and reporting) are outsourced to FPAS and other firms. The adviser also does not select broker‑dealers or vote proxies for clients and bills separate hourly fees for standalone financial planning, reflecting a reliance on third‑party platforms and sub‑advisors rather than in‑house trading or custody.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Wealth management
Fee options
1% per year of assets under management
$225 per hour for financial planning services
Account minimum: $100,000 (may be waived at sole discretion)
Main office location
John Schooler Jones LLC
Petaluma CA, United States
Number of offices
1
Most active in
John Schooler Jones LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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