# Wendell Jones

> Wendell Jones is a fee-only financial advisor at Phoenix Financial Solutions in Greensboro, North Carolina, who holds the CFP and ChFC credentials. Wendell charges hourly fees.

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

## Facts

- **Firm:** Phoenix Financial Solutions
- **Based in:** Greensboro, North Carolina
- **Fee model:** Hourly
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, ChFC
- **CRD:** 2963238 (https://adviserinfo.sec.gov/individual/summary/2963238)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (1997)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.thinkpfs.com

## Frequently asked questions

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

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

### How does Wendell charge for financial advice?

Wendell charges hourly fees.

### Where is Wendell Jones based?

Wendell Jones is based in Greensboro, North Carolina.

### What credentials does Wendell Jones hold?

Wendell Jones holds the CFP and ChFC credentials.

### Is Wendell Jones registered with the SEC?

Yes. Wendell Jones is registered as an investment adviser representative in NC (CRD 2963238), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Wendell Jones?

Through Wendell's website, www.thinkpfs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2963238): 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://thinkpfs.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.