Timothy Jones
PUREfi Wealth · Boston, Massachusetts
Timothy Jones is a fee-only financial advisor at PUREfi Wealth in Boston, Massachusetts. Timothy focuses on family wealth transfer. PUREfi Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | PUREfi Wealth |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $326.4M across 98 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 2366513 |
| Exams passed | Series 63 (1994) · Series 65 (1998) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.purefiwealth.com |
| Profile |
How Timothy's firm compares
- PUREfi Wealth's average account is about $3.3 million, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Timothy
Is Timothy Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and PUREfi Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, PUREfi Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Jones based?
Timothy Jones is based in Boston, Massachusetts.
What does Timothy specialize in?
Timothy's specialties include family wealth transfer. Timothy works with executives, founders and multi-generational families.
Is Timothy Jones registered with the SEC?
Yes. Timothy Jones is registered as an investment adviser representative in MA and TX (CRD 2366513), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does PUREfi Wealth manage?
PUREfi Wealth reports $326.4M across 98 accounts in assets under management.
How do I contact Timothy Jones?
Through Timothy's website, www.purefiwealth.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
- PUREfi Wealth 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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