# Louis Jones

> Louis Jones is a fee-only financial advisor at Strategic Wealth Management Solutions in Southern Shores, North Carolina, who holds the CFA credential. Louis charges a one-time planning fee.

Page: https://find.wellspent.co/advisors/louis-jones/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Strategic Wealth Management Solutions
- **Based in:** Southern Shores, North Carolina
- **Fee model:** One-time planning fee
- **Assets under management (firm):** $32.3M across 41 accounts
- **Credentials:** CFA
- **CRD:** 5701805 (https://adviserinfo.sec.gov/individual/summary/5701805)
- **SEC registration:** Investment adviser representative in LA, NC, VA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://swmsllc.com

## Frequently asked questions

### Is Louis Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Strategic Wealth Management Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Louis charge for financial advice?

Louis charges a one-time planning fee.

### Where is Louis Jones based?

Louis Jones is based in Southern Shores, North Carolina.

### What credentials does Louis Jones hold?

Louis Jones holds the CFA credential.

### Is Louis Jones registered with the SEC?

Yes. Louis Jones is registered as an investment adviser representative in LA, NC and VA (CRD 5701805), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Strategic Wealth Management Solutions manage?

Strategic Wealth Management Solutions reports $32.3M across 41 accounts in assets under management.

### How do I contact Louis Jones?

Through Louis's website, swmsllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5701805): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://swmsllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.