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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-07-2016
- Office Locations
- 1
Office Locations
About Financial Life Designs LLC
Financial Life Designs is a Lake Mary, FL fiduciary wealth planning firm serving Orlando and Central Florida. The team delivers goal-based financial planning and portfolio construction, including tax, estate, insurance, legacy, and business succession planning. Their investment approach emphasizes asset allocation and risk management, with portfolios primarily implemented using ETFs (alongside mutual funds and fixed income).
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Owner & Executives
AUDREY WEHR JONES
Chief Compliance Officer, Founder
- CRD
- #2445467
- Ownership
- 50% but less than 75%
Tyler Paul Jones
President
- CRD
- #7863517
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,726,459 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,726,459 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,726,459
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $673,148,410 | 16.1% |
| Cash | $1,680,780,501 | 40.2% |
| Public Funds | $1,020,175,230 | 24.4% |
| U.S. Government/Agency | $806,941,882 | 19.3% |
| Total | $4,181,046,023 | 100.0% |