Christopher Jones
Azalea Wealth Management · Glen Ellyn, Illinois
Christopher Jones is a fee-only financial advisor at Azalea Wealth Management in Glen Ellyn, Illinois, who holds the CFP credential. Christopher charges a percentage of assets and an ongoing planning fee (ongoing planning from $1,200 a year and no asset minimum) and focuses on small business owners, retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Azalea Wealth Management |
|---|---|
| Based in | Glen Ellyn, Illinois |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,200 a year · No asset minimum |
| Assets under management | $14.8M across 75 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5735335 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.azaleawealth.com |
| Profile |
How Christopher's firm compares
- Ongoing planning starts at $1,200 a year, below the Illinois median of $5,000 for fee-only firms that publish prices.
- Azalea Wealth Management's average account is about $197,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Christopher
Is Christopher Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Azalea Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher charges a percentage of assets and an ongoing planning fee.
How much does Christopher charge?
According to Azalea Wealth Management's website, checked October 30, 2026: ongoing planning from $1,200 a year; no asset minimum.
Where is Christopher Jones based?
Christopher Jones is based in Glen Ellyn, Illinois.
What does Christopher specialize in?
Christopher's specialties include small business owners, retirement planning, estate & legacy planning and tax planning.
What credentials does Christopher Jones hold?
Christopher Jones holds the CFP credential.
Is Christopher Jones registered with the SEC?
Yes. Christopher Jones is registered as an investment adviser representative in IL (CRD 5735335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Azalea Wealth Management manage?
Azalea Wealth Management reports $14.8M across 75 accounts in assets under management.
How do I contact Christopher Jones?
Through Christopher's website, www.azaleawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Azalea Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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