BDJ Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$15,000/yr

“She receives $15,000 per year in compensation with 5 to 10 hours dedicated to this activity per month. 07/01/2014 – Present:”

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

How BDJ Wealth Management LLC’s fees compare

• Its annual fee of $15,000 is above the Texas median of $6,000. 83% of the 106 other Texas planners that publish an annual fee charge less.
• 3 of the 4 other planners in Plano that publish an annual fee charge less.

About BDJ Wealth Management LLC

• Firm size: 2 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

87

Employees

2

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, and pension consulting

Assets managed

$31,753,688

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309290

Website

pjsservicesgroup.com (opens in new tab)

Phone

(469) 619-9525

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500
• Interlinc Financial Advisors, Inc.Plano$500/hr, $1,000⁠-⁠$5,000

Compare all 39 planners in Plano