Spencer Jones
Atwood & Palmer · Kansas City, Missouri
Spencer Jones is a fee-only financial advisor at Atwood & Palmer in Kansas City, Missouri, who holds the CFA credential. Spencer charges a percentage of assets and a flat fee or retainer (1% a year on the first tier of assets managed) and focuses on family wealth transfer.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Atwood & Palmer |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $2.04B across 1,362 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MO · CRD 2685477 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.atwoodpalmer.com |
| Profile |
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Questions about Spencer
Is Spencer Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer holds no broker registration, and Atwood & Palmer reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Spencer charge for financial advice?
Spencer charges a percentage of assets and a flat fee or retainer.
How much does Spencer charge?
According to Atwood & Palmer's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Spencer Jones based?
Spencer Jones is based in Kansas City, Missouri.
What does Spencer specialize in?
Spencer's specialties include family wealth transfer. Spencer works with ultra high net worth and multi-generational families.
What credentials does Spencer Jones hold?
Spencer Jones holds the CFA credential.
Is Spencer Jones registered with the SEC?
Yes. Spencer Jones is registered as an investment adviser representative in MO (CRD 2685477), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atwood & Palmer manage?
Atwood & Palmer reports $2.04B across 1,362 accounts in assets under management.
How do I contact Spencer Jones?
Through Spencer's website, www.atwoodpalmer.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
- Atwood & Palmer 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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