GJW Investment Adviser LLC fees and pricing
Financial planner in Medina, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, GJW Investment Adviser LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for financial planning services that are charged on an hourly basis at $250.00 per hour and may require fifty percent (50%) of total fee due in advance based on an estimated number of hours of services to be provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How GJW Investment Adviser LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Form ADV Part 2A/B for GJW Prepared by Connexien LLC Page 5 of 17 ver. 02122026 Generally, fees are payable quarterly, in advance, based upon a valuation of the Client's account at the beginning of each quarterly period.”
- “Client agrees that the remainder of the fee is due upon completion of the services.”
How GJW Investment Adviser LLC’s fees compare
- Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Medina that publish an hourly rate charge less.
About GJW Investment Adviser LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2005 (21 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% a year
- Clients
- 19
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $5,259,700
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135511
- Phone
- (330) 723-7241
Other planners in Medina that publish fees
- Oda and Company, Inc.Medina$150-$300/hr, $2,000-$5,000
- S.c. Thomas & Associates, CPA, LLCMedina$250/hr
- Victory Financial Services LLCMedina$250/hr, $500-$5,000
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.