9M Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Upon termination, any unearned prepaid fees will be refunded to the client, and no further fees will be charged. 9 Financial Planning Hourly Fee The Financial Planning fee is an hourly rate of $300 per hour.”

Monthly fee

$50/mo

“Under $100,000 investable assets per household: $50 per month or $600 per year.”

Annual fee

$600/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 9M Investments, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How 9M Investments, LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Grapevine that publish an hourly rate charge less.
• Its annual fee of $600 is below the Texas median of $6,000. 8% of the 106 other Texas planners that publish an annual fee charge less.

About 9M Investments, LLC

• Principal: Jacob Millican
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Clients

19

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$11,138,973

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289320

Website

instagram.com/9m_investments (opens in new tab)

Phone

(817) 680-7942

Other planners in Grapevine that publish fees

• Box Financial Advisors, LLCGrapevine$2,500
• Flourish Financial PlanningGrapevine$250/hr, $497⁠-⁠$3,000
• Jasi Financial, Inc.Grapevine$300/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr

Compare all 5 planners in Grapevine