# Blake Jones

> Blake Jones is a fee-only financial advisor at Pomegranate Financial LLC in Springville, Utah, who holds the CFP and EA credentials. Blake charges an ongoing planning fee and a percentage of assets (ongoing planning from $1,800 a year and 0.1% a year on the first tier of assets managed) and focuses on tax planning.

Page: https://find.wellspent.co/advisors/blake-jones/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pomegranate Financial LLC
- **Based in:** Springville, Utah
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $1,800 a year; 0.1% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $8.2M across 36 accounts
- **Credentials:** CFP, EA
- **Specialties:** Tax planning
- **Works with:** Early-career professionals
- **CRD:** 6328539 (https://adviserinfo.sec.gov/individual/summary/6328539)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 63 (2015), Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://pomegranatefinancial.com

## Frequently asked questions

### Is Blake Jones a fee-only financial advisor?

Yes. Blake Jones is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Blake's firm.

### How does Blake charge for financial advice?

Blake charges an ongoing planning fee and a percentage of assets.

### How much does Blake charge?

According to Pomegranate Financial LLC's website, checked October 28, 2026: ongoing planning from $1,800 a year; 0.1% a year on the first tier of assets managed; no asset minimum.

### Where is Blake Jones based?

Blake Jones is based in Springville, Utah.

### What does Blake specialize in?

Blake's specialties include tax planning. Blake works with early-career professionals.

### What credentials does Blake Jones hold?

Blake Jones holds the CFP and EA credentials.

### Is Blake Jones registered with the SEC?

Yes. Blake Jones is registered as an investment adviser representative in TX and UT (CRD 6328539), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pomegranate Financial LLC manage?

Pomegranate Financial LLC reports $8.2M across 36 accounts in assets under management.

### How do I contact Blake Jones?

Through Blake's website, pomegranatefinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/blake-jones-11669): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.pomegranatefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.