Edward Jones provides financial planning services through its financial advisors. They offer two types of financial planning services: Point in Time Planning Service and Ongoing Financial Planning Service. The Point in Time service provides a financial plan at a specific point in time, while the Ongoing service includes periodic updates. Edward Jones acts as a legally required to act in your best interest when providing these services. Edward Jones also offers other investment advisory and brokerage services that are separate from the Branch Office Financial Planning Services.
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.