Jones Strategic Financial Planning Broomfield, CO
CFP Brownsfield, CO

Financial Planning – When You Need It

Our expertise is available whenever you are. And, we believe our clients know when they have need – we like to give you a little credit. Different than most financial planners, but similar to legal and health professionals in your life - we know you will seek out and schedule financial planning when it’s right for YOU.

Our Brand of Financial Planning

  • Jones Strategic Financial Planning Fee OnlyFee-Only Accessible to the majority
  • Doesn’t require 1 – 3% of annual assets
  • Minimal or Comprehensive, as-needed
  • No sales pitch – Independent of insurance or brokerage firms
  • Independent of hidden Commissions Protects your Best Interest

How Are Advisors Typically Paid?

  • Find Out How Financial Advisors Are PaidUpfront sales charge or commission (2 – 6%)
  • Percentage of Assets
  • Flat fee or hourly rate

Read CBS MoneyWatch article – Don’t Pay Too Much for Financial Advice!

So, What Does It Cost?

Financial Advisor Costs In Denver, COTypical fees range from $540 to address your most pressing concerns, to $2400 for more comprehensive planning.


Contact Jones Strategic Financial Planning Broomsfield, CO and Denver, COStill have QUESTIONS about whether independent, fee-only hourly advice is right for you? Call us and we’ll talk – 303.819.2021, or visit Contact Us.

Phone 303-819-2021

Fax 303-790-0317

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