Blake Jones
Pomegranate Financial LLC · Springville, Utah
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.
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Specialties
Who they serve
- Early-career professionals
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 |
| Assets under management | $8.2M across 36 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in TX, UT · CRD 6328539 |
| Exams passed | Series 63 (2015) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pomegranatefinancial.com |
| Profile |
How Blake's firm compares
- Ongoing planning starts at $1,800 a year, below the US median of $4,500 for fee-only firms that publish prices.
- Pomegranate Financial LLC's average account is about $229,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Blake
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Pomegranate Financial 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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