BJM Financial Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$20,000

“The annual negotiated fixed rate for financial planning is between $1,500 and $20,000.”

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

How BJM Financial Inc bills

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

• “Clients may terminate the agreement without penalty, for full refund of BJMF’s fees, within five business days of signing the Financial Planning Agreement.”
• “Any client that does not Terminate by the end of the calendar quarter will be billed for the following quarter.”
• “Under certain circumstances, Advisor may charge hourly fees for services rendered billed monthly.”

How BJM Financial Inc’s fees compare

• Its flat or project fee of $1,500-$20,000 spans the Georgia median of $5,000. 88% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Duluth that publish a flat or project fee charge less.

About BJM Financial Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

1% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$2,980,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322493

Website

bjmfinancial.com (opens in new tab)

Phone

(678) 369-6229

Other planners in Duluth that publish fees

• Evans Wealth ManagementDuluth$250/hr, $10,000⁠-⁠$45,000
• Fern Impact Advisors, LLCDuluth$2,000
• Stanhouse Financial Planning and Management, LLCDuluth$340/hr
• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr

Compare all 9 planners in Duluth