Jones Fiduciary Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000/yr

“Jones Fiduciary Wealth Management charges a negotiated annual fixed fee not exceeding $5,000 for the most complex of plans.”

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

How Jones Fiduciary Wealth Management LLC bills

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

• “Jones Fiduciary Wealth Management will provide a prorated refund of pre-paid fees in the event of early termination before the end of the billing period.”
• “The total amount is due in full upon completion of services rendered and/or the delivery of the completed financial plan.”
• “Financial planning fees are paid by check, credit card or other agreed upon method.”

How Jones Fiduciary Wealth Management LLC’s fees compare

• Its annual fee of $5,000 matches the Rhode Island median of $5,000. 25% of the 4 other Rhode Island planners that publish an annual fee charge less.

About Jones Fiduciary Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

1.5% a year

Clients

65

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles

Assets managed

$130,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311956

Website

instagram.com/jonesfiduciarywealthmanagment (opens in new tab)

Phone

(401) 406-8090

Can advise clients in 3 states: Delaware, Pennsylvania, Rhode Island

Other planners in Rhode Island that publish fees

• Alvarez & Associates FinancialCentral Falls$200/hr, $750⁠-⁠$1,500
• Axis Wealth Partners, LLCEast Providence$150/hr, $250⁠-⁠$2,500
• Blue Chip Financial Advisors, LLCEast Providence$250/hr
• Bountiful Investment Management LLCRumford$250/hr, $500⁠-⁠$5,000
• Breachway Investments, LLCCharlestown$200/hr
• Capital Wealth Management, LLCWest Warwick$500⁠-⁠$5,000, $20,000/yr

Compare all 42 planners in Rhode Island