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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2021
- Office Locations
- 1
Office Locations
About Developing Financial
Developing Financial is a California RIA led by CPA/CFP L.J. Jones providing educational, collaborative ongoing financial planning for early- and mid-career lawyers (roughly ages 20–45). The firm focuses on cash flow, student loan payoff strategy, investing, insurance, and tax planning, with portfolios primarily implemented using ETFs (custodied at Schwab). Planning is priced as an ongoing annual fee equal to 2% of client income, billed monthly, with no asset or income minimum.
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Owner & Executives
Leonidas Ludwell Jones V
Chief Compliance Officer, Founder
- CRD
- #7230796
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,795,282 | -- |
| Non-Discretionary | $6,450 | -- |
| Total | $1,801,732 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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