Best Financial Life fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$10,000

“JWM Wealth Management, LLC Form ADV Part 2 Page 8 of 29 Types of Fees and Payment Schedule Financial Planning Services Fees Financial planning services consist of an upfront fee between $2,000 and $10,000 for the development and delivery of a financial plan and an ongoing monthly fee between $500 and $700 per month…”

Monthly fee

$500⁠-⁠$700/mo

From the same sentence as above.

Annual fee

$2,400/yr

“Fees for the Maintenance service are $2,400 per year, payable monthly or quarterly.”

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

How Best Financial Life bills

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

• “Fees may be paid by check or draft from US-based financial institutions.”
• “Any remaining fees are due at delivery of our invoice at the completion of the engagement.”
• “An hourly engagement lasting more than one month may be billed at the end of each month for time incurred.”

How Best Financial Life’s fees compare

• Its flat or project fee of $2,000-$10,000 spans the Florida median of $4,900. 66% of the 320 other Florida planners that publish a flat or project fee charge less.
• Its annual fee of $2,400 is below the Florida median of $4,800. 28% of the 97 other Florida planners that publish an annual fee charge less.

About Best Financial Life

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2015 (11 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

0.7% a year

Minimum

$2,800 minimum fee (stated in brochure)

Clients

28

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$36,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

221526

Website

jwmwealth.com (opens in new tab)

Phone

(925) 389-3889

Can advise clients in 2 states: California, Florida

Other planners in Melbourne Beach that publish fees

• Intrepid Wealth Partners, LLCMelbourne Beach$8,000
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600

Compare all 944 planners in Florida