Connor Jones is a CFP-designated registered investment advisor at Wealth Science Advisors LLC, based in Alpharetta, GA, with 6 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 271 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is generally negotiable for clients with assets under management in excess of $30,000,000. An additional fee of 1.00% of assets under management is assessed for retirement plan asset management services performed through Pontera.
Fee Estimator
Location
55 Roswell Street, Suite 210, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Connor owns Wealth Science Analytics, a psychological analytics and consulting business, since June 2023. He dedicates a few hours per week to this activity, all during securities trading hours.
Employment History
Current Registrations
Wealth Science Advisors LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.