# William Jones

> William Jones is a fee-only financial advisor at Boulevard Money in Nashville, Tennessee. William charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $1,200 a year and 1.25% a year on the first tier of assets managed) and focuses on estate & legacy planning.

Page: https://find.wellspent.co/advisors/william-jones-6705234/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Boulevard Money
- **Based in:** Nashville, Tennessee
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; 1.25% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.3M across 41 accounts
- **Specialties:** Estate & legacy planning
- **Works with:** High earners, Executives, Pre-retirees
- **CRD:** 6705234 (https://adviserinfo.sec.gov/individual/summary/6705234)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.boulevardmoney.com/

## Frequently asked questions

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

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

### How does William charge for financial advice?

William charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.

### How much does William charge?

According to Boulevard Money's website, checked October 30, 2026: ongoing planning from $1,200 a year; 1.25% a year on the first tier of assets managed.

### Where is William Jones based?

William Jones is based in Nashville, Tennessee.

### What does William specialize in?

William's specialties include estate & legacy planning. William works with high earners, executives and pre-retirees.

### Is William Jones registered with the SEC?

Yes. William Jones is registered as an investment adviser representative in TN (CRD 6705234), 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 Boulevard Money manage?

Boulevard Money reports $10.3M across 41 accounts in assets under management.

### How do I contact William Jones?

Through William's website, www.boulevardmoney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6705234): 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://www.boulevardmoney.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.