Gloria Jones
Sweeney & Michel · Chico, California
Gloria Jones is a fee-only financial advisor at Sweeney & Michel in Chico, California. Gloria focuses on retirement planning, tax planning and estate & legacy planning. Sweeney & Michel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Gloria →
Specialties
Facts
| Firm | Sweeney & Michel |
|---|---|
| Based in | Chico, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $752.6M across 1,571 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 8364133 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sweeneymichel.com |
| Profile |
How Gloria's firm compares
- Sweeney & Michel's average account is about $479,000, from its Form ADV (assets managed divided by 1,571 accounts).
Request an introduction to Gloria
Tell Gloria a little about what you're looking for. Gloria isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gloria
Is Gloria Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gloria holds no broker registration, and Sweeney & Michel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gloria charge for financial advice?
Gloria's firm, Sweeney & Michel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gloria Jones based?
Gloria Jones is based in Chico, California.
What does Gloria specialize in?
Gloria's specialties include retirement planning, tax planning, estate & legacy planning and divorce financial planning.
Is Gloria Jones registered with the SEC?
Yes. Gloria Jones is registered as an investment adviser representative in CA and TX (CRD 8364133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sweeney & Michel manage?
Sweeney & Michel reports $752.6M across 1,571 accounts in assets under management.
How do I contact Gloria Jones?
Through Gloria's website, sweeneymichel.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
- Sweeney & Michel 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.
See something wrong? Request a correction. Read our methodology.