John Jones
Precision Wealth Strategies · Georgetown, Texas
John Jones is a fee-only financial advisor at Precision Wealth Strategies in Georgetown, Texas, who holds the CFP credential. John focuses on retirement planning, estate & legacy planning and tax planning. Precision Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
- Multi-generational families
Facts
| Firm | Precision Wealth Strategies |
|---|---|
| Based in | Georgetown, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $711.0M across 1,697 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 6028062 |
| Exams passed | Series 66 (2012) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.precisionwealthstrategies.com |
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Questions about John
Is John Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Precision Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Precision Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Jones based?
John Jones is based in Georgetown, Texas.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). John works with executives, high earners and multi-generational families.
What credentials does John Jones hold?
John Jones holds the CFP credential.
Is John Jones registered with the SEC?
Yes. John Jones is registered as an investment adviser representative in MO and TX (CRD 6028062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Precision Wealth Strategies manage?
Precision Wealth Strategies reports $711.0M across 1,697 accounts in assets under management.
How do I contact John Jones?
Through John's website, www.precisionwealthstrategies.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
- Precision Wealth Strategies 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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