Dean, Jacobson Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$350/hr

“Modular services that are not set up on a fixed fee and for services that are not covered in the signed Client Agreement will be billed at an hourly rate that ranges from $75 to $350.”

Flat or project fee

$1,500⁠-⁠$20,000

“A planning, clients are charged a fixed fee that ranges from $1,500 to $20,000 for initial setup.”

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

How Dean, Jacobson Financial Services bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Fees are billed on a pro-rata basis, quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from the account(s).”

How Dean, Jacobson Financial Services’ fees compare

• Its hourly rate of $75-$350 spans the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Fort Worth that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$20,000 spans the Texas median of $3,850. 85% of the 401 other Texas planners that publish a flat or project fee charge less.
• 9 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.

About Dean, Jacobson Financial Services

• Firm size: 8 employees.
• Founded: 1967 (59 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

1.6% a year

Minimum

$10,000 in assets (stated in brochure)

Clients

532

Employees

8

Works with

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

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

$519,412,773

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

115879

Website

deanjacobson.com (opens in new tab)

Phone

(817) 335-3214

Can advise clients in 7 states: California, Colorado, Florida, Louisiana, Ohio, Oklahoma, Texas

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000
• Jos PlanningFort Worth$250⁠-⁠$12,500, $300⁠-⁠$784/mo

Compare all 34 planners in Fort Worth