Alexander Jones

CFP · ChFC

Kingswood Wealth Advisors, LLC

15 Years of Experience

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Firm Information

Kingswood Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

111 advisors

Number of Clients

9,250 clients

Average Client Portfolio

$267K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$100K

Financial Plan Fee:$100 - $3,000

Hourly Rate:Up to $300/hr

Fees for investment management are based on a percentage of assets, up to 2.5% annually, and are negotiable. Financial planning fees are either fixed or hourly (up to $300/hour), depending on the engagement. For accounts below the $100,000 minimum, a $20 quarterly fee is assessed. Clients using third-party managers will not be charged a total combined management fee over 3%. A $50 termination fee may apply.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingHigh Net Worth

Advisor Information

Office location

554 Franklin Rd, Franklin, TN, 37069

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Regulatory History (1)

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Regulatory

December 2020

Final

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Other Business ActivitiesSells Insurance

Alexander is a notary public, an owner/officer in several businesses (Intrepid Management Inc/Guardian Management, LLC, Guardian Tax Advisors LLC, and Guardian Elite Services LLC), an investor and minority owner in Aperio Path Software LLC, and an independent insurance broker. He dedicates about 10-20% of his time to his insurance brokerage and minimal time to the other activities.