Developing Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$1,000

“The fixed fee can range between $500 and $1,000, depending on complexity and the needs of the client.”

Monthly fee

$166⁠-⁠$2,000/mo

“Gross Income $100,000 Annual Fee $2,000 Monthly Fee $166.67 The fee may be negotiable at the discretion of DF.”

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

How Developing Financial bills

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

• “Fees for this service may be debited from the client’s managed account, paid by electronic funds transfer or check.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
• “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due at completion of work, however, DF will not bill an amount above $500 more than 6 months in advance.”

How Developing Financial’s fees compare

• Its flat or project fee of $500-$1,000 is below the California median of $5,000. 7% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Petaluma that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Developing Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

22

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$1,801,732

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315242

Website

twitter.com/realljjones (opens in new tab)

Phone

(619) 432-7013

Can advise clients in 3 states: California, New York, Texas

Other planners in Petaluma that publish fees

• Allpoint Financial GroupPetaluma$250/hr, $2,500⁠-⁠$5,000
• Breen Wealth Management, LLCPetaluma$400/hr
• Dobson Asset ManagementPetaluma$300/hr
• FPC Investment Advisory, Inc.Petaluma$400/hr
• Kruse Financial StrategyPetaluma$300/hr, $3,500⁠-⁠$10,000
• Sonoma Mountain Financial LLCPetaluma$300/hr, $1,687/qtr

Compare all 11 planners in Petaluma