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Advisor

Brian Jones

Systems-based financial planning for teachers, DIYers and FIRE enthusiasts, from a former high school science teacher and coach.

Your Everyday ROI · Howells, Nebraska

Brian Jones is a fee-only financial advisor at Your Everyday ROI in Howells, Nebraska. Brian charges a subscription, a one-time planning fee and hourly fees (subscription from $350 a month and subscription from $4,200 a year) and focuses on retirement planning and estate & legacy planning.

SubscriptionOne-time planning feeHourly Fee-only Fiduciary

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Specialties

Who they serve

  • Early-career professionals

About

Brian Jones founded Your Everyday ROI to help educators, lifelong learners, DIYers and FI/FIRE enthusiasts move toward financial independence through everyday progress, systems and automation. He aims to make financial ideas easy to understand and to build solutions for each person's situation.

Brian taught high school science for 18 years in small-town Nebraska, coaching four sports and mowing lawns in the summer. His family lived paycheck to paycheck, investing without a plan, and he had little financial education. Along the way he became absorbed in personal finance, reading dozens of books, taking in thousands of hours of podcasts and videos, and building tools to automate his family's money.

A self-described nerd who loves spreadsheets and charts, Brian passed the exam to register as an advisor, started an independent RIA and completed training and an externship. He still coaches and enjoys travel, camping and the outdoors.

Facts

FirmYour Everyday ROI
Based in Howells, Nebraska
Fee modelSubscription · One-time planning fee · Hourly
Fees (Advice-Only Network profile)Subscription from $350 a month · Subscription from $4,200 a year · One-time plans from $3,000 · From $350 an hour
Works virtuallyYes, and meets in person
Accepting new clientsYes
Websiteyoureverydayroi.com

How Brian's firm compares

  • Ongoing planning starts at $4,200 a year, in line with the US median of $4,500 for fee-only firms that publish prices.
  • A one-time plan starts at $3,000, above the US median of $2,000 for fee-only firms that publish prices.
  • The hourly rate is $350, above the US median of $300 for fee-only firms that publish prices.

What fee-only advisors charge in Nebraska

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Questions about Brian

Is Brian Jones a fee-only financial advisor?

Yes. Brian Jones is listed in the Advice-Only Network (advice-only practices, no product sales).

How does Brian charge for financial advice?

Brian charges a subscription, a one-time planning fee and hourly fees.

Does Brian work with clients virtually?

Yes. Brian's Advice-Only Network profile says they meet with clients virtually and in person.

Where is Brian Jones based?

Brian Jones is based in Howells, Nebraska.

What does Brian specialize in?

Brian's specialties include retirement planning and estate & legacy planning. Brian works with early-career professionals.

How do I contact Brian Jones?

Through Brian's website, youreverydayroi.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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