Wendell Jones
Phoenix Financial Solutions · Greensboro, North Carolina
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.
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Facts
| Firm | Phoenix Financial Solutions |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NC · CRD 2963238 |
| Exams passed | Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thinkpfs.com |
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Questions about Wendell
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.
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
- Phoenix Financial Solutions 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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