J.j. Burns & Company fees and pricing
Financial planner in Melville, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 22, 2026, J.j. Burns & Company charges an annual fee of $3,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,000-$30,000/yr
“The fixed fee can range between $3,000 and $30,000 per annum based upon complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How J.j. Burns & Company bills
Payment and refund terms, quoted from the fee section of the brochure.
- “No fee is payable more than six months in advance.”
- “For all accounts, fees are prorated for incoming capital flows that occur during the quarter.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How J.j. Burns & Company’s fees compare
- Its annual fee of $3,000-$30,000 spans the New York median of $6,250. 83% of the 80 other New York planners that publish an annual fee charge less.
- 1 of the 2 other planners in Melville that publish an annual fee charge less.
About J.j. Burns & Company
- Firm size: 16 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2006 (20 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
- 1.25% a year
- Clients
- 617
- Employees
- 16
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,253,310,566
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140452
- Phone
- (631) 390-0500
Can advise clients in 18 states: Arizona, California, Connecticut, Florida, Georgia, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, Nevada, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Other planners in Melville that publish fees
- Clear Point Advisors, Inc.Melville$300/hr, $500-$5,000
- Four Corners FinancialMelville$2,500-$10,000/yr
- Heller Wealth ManagementMelville$150-$400/hr, $1,500-$5,000
- Landmark Wealth Management, LLCMelville$250/hr
- Li Wealth Management IncMelville$250/hr, $7,500
- Pelkonen and Associates LLCMelville$3,000-$22,500
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.