Jones & Associates Premier Financial Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique Client needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Jones & Associates Premier Financial Solutions bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the Client prior to signing an agreement.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “For fees paid direct to JA, the fees must be paid within ten (10) days of receipt of the invoice.”

How Jones & Associates Premier Financial Solutions’ fees compare

• Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Oregon median of $4,000. 20% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Jones & Associates Premier Financial Solutions

• Principal: Nicholas Jones
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

521

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$227,432,800

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

152930

Website

jonescares.org (opens in new tab)

Phone

(541) 500-4321

Can advise clients in 6 states: Arizona, California, Idaho, Oregon, Texas, Washington

Other planners in Jacksonville that publish fees

• Practice Financial GroupJacksonville$600⁠-⁠$1,400/mo
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000

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