J. Franklin Financial LLC fees and pricing
Financial planner in Metter, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, J. Franklin Financial LLC charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“JFF charges a negotiable fixed fee ranging from $500 to $2500 based on complexity and specific Client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How J. Franklin Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
How J. Franklin Financial LLC’s fees compare
- Its flat or project fee of $500-$2,500 is below the Georgia median of $5,000. 16% of the 152 other Georgia planners that publish a flat or project fee charge less.
About J. Franklin Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 222
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $30,780,845
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321921
- Phone
- (912) 685-3556
Other planners in Georgia that publish fees
- 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
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
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.