Audrey Jones
Financial Life Designs LLC · Lake Mary, Florida
Audrey Jones is a fee-only financial advisor at Financial Life Designs LLC in Lake Mary, Florida, who holds the CFP credential. Audrey charges a percentage of assets, a one-time planning fee, a flat fee or retainer and hourly fees ($300 an hour).
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Facts
| Firm | Financial Life Designs LLC |
|---|---|
| Based in | Lake Mary, Florida |
| Fee model | Percentage of assets · One-time planning fee · Flat fee or retainer · Hourly |
| Fees (firm's website) | $300 an hour |
| Assets under management | $37.7M across 121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2445467 |
| Exams passed | Series 63 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | financiallifedesigns.net |
| Profile |
How Audrey's firm compares
- The hourly rate is $300, in line with the Florida median of $300 for fee-only firms that publish prices.
- Financial Life Designs LLC's average account is about $312,000, from its Form ADV (assets managed divided by 121 accounts).
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Questions about Audrey
Is Audrey Jones a fee-only financial advisor?
Yes. Audrey Jones is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Audrey's firm.
How does Audrey charge for financial advice?
Audrey charges a percentage of assets, a one-time planning fee, a flat fee or retainer and hourly fees.
How much does Audrey charge?
According to Financial Life Designs LLC's website, checked October 28, 2026: $300 an hour.
Where is Audrey Jones based?
Audrey Jones is based in Lake Mary, Florida.
What credentials does Audrey Jones hold?
Audrey Jones holds the CFP credential.
Is Audrey Jones registered with the SEC?
Yes. Audrey Jones is registered as an investment adviser representative in FL (CRD 2445467), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Financial Life Designs LLC manage?
Financial Life Designs LLC reports $37.7M across 121 accounts in assets under management.
How do I contact Audrey Jones?
Through Audrey's website, financiallifedesigns.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Financial Life Designs LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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