PlannerFees

J I Medina Investments, LLC fees and pricing

Financial planner in Frisco, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 18, 2026, J I Medina Investments, LLC charges $149⁠-⁠$250 an hour and a flat or project fee of $350 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$149⁠-⁠$250/hr
“Type and Amount Comprehensive Financial Planning Financial Consulting $250 per hour $149 per hour Fees may be negotiable, at the discretion of the Adviser.”
Flat or project fee
$350
“For our Financial Planning Consultation, a retainer of $350 will be charged to begin, with the final fees being charged at the conclusion.”

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

How J I Medina Investments, LLC bills

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

  • “We will send you an invoice detailing the fee calculation.”
  • “Fees are due in full 15 days after receipt of the invoice.”
  • “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”

How J I Medina Investments, LLC’s fees compare

  • Its hourly rate of $149-$250 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
  • 1 of the 10 other planners in Frisco that publish an hourly rate charge less.
  • Its flat or project fee of $350 is below the Texas median of $3,850. 1% of the 401 other Texas planners that publish a flat or project fee charge less.
  • None of the 7 other planners in Frisco that publish a flat or project fee charge less.

About J I Medina Investments, LLC

“We provide financial planning services, with an emphasis on business and retirement planning and services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Business owners

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
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
226663
Website
medinaadvising.com (opens in new tab)
Phone
(469) 777-8082

Other planners in Frisco that publish fees

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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.