Robert Jones
The Investor Advisory Group · Charlotte, North Carolina
Robert Jones is a fee-only financial advisor at The Investor Advisory Group in Charlotte, North Carolina. Robert focuses on retirement planning and estate & legacy planning. The Investor Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | The Investor Advisory Group |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $172.1M across 442 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 6238384 |
| Exams passed | Series 63 (2013) · Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.theiag.com |
| Profile |
How Robert's firm compares
- The Investor Advisory Group's average account is about $389,000, from its Form ADV (assets managed divided by 442 accounts).
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Questions about Robert
Is Robert Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and The Investor Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, The Investor Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Jones based?
Robert Jones is based in Charlotte, North Carolina.
What does Robert specialize in?
Robert's specialties include retirement planning and estate & legacy planning. Robert works with retirees.
Is Robert Jones registered with the SEC?
Yes. Robert Jones is registered as an investment adviser representative in NC and TX (CRD 6238384), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Investor Advisory Group manage?
The Investor Advisory Group reports $172.1M across 442 accounts in assets under management.
How do I contact Robert Jones?
Through Robert's website, www.theiag.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
- The Investor Advisory Group 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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