Jonathan Frances
Jonathan Frances is a registered investment advisor at Triad Wealth Partners, LLC, based in Palm Beach Gardens, FL, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
4440 PGA Blvd, Suite 600, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2012Other Business ActivitiesSells Insurance
Jonathan is a managing member of Prosperity Wealth of Florida, LLC, and spends nearly full-time on insurance sales, specifically life insurance and annuities. He dedicates 200 hours per month to this activity, with 160 hours spent on trading.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Creativeone Wealth, LLC
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.