William Jones
Boulevard Money · Nashville, Tennessee
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.
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Specialties
Who they serve
- High earners
- Executives
- Pre-retirees
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 |
| Assets under management | $10.3M across 41 accounts |
| SEC registration | Investment adviser representative in TN · CRD 6705234 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.boulevardmoney.com |
How William's firm compares
- Ongoing planning starts at $1,200 a year, below the Tennessee median of $4,200 for fee-only firms that publish prices.
- Boulevard Money's average account is about $251,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about William
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.
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
- Boulevard Money 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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