J Moss and Co fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 3, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Principal Date First Client’s name (please print) Social Security Number Signature date Second Client’s name (please print) Social Security Number Signature date Signed at Investment Advisory Agreement, page 6 First Client’s Initials Second Client’s Initials EXHIBIT B FEE SCHEDULE Investment Advice Client agrees to…”

Quarterly fee

$10,400/qtr

“The quarterly fee would be $10,400 divided by 4, or $2,600.00 J Moss and Co, Inc.”

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

How J Moss and Co bills

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

• “Fees paid in advance will be prorated to date of termination and Client will be refunded any unearned portion thereof.”
• “Client agrees to pay JM an Asset Management Fee for the investment advisory services, determined, calculated and payable as follows.”
• “The annualized Asset Management Fee that the Client Account will be billed according to the following.”

How J Moss and Co’s fees compare

• Its hourly rate of $200 is below the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Roswell that publish an hourly rate charge less.

About J Moss and Co

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.3% a year

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$1,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328259

Phone

(404) 725-7902

Other planners in Roswell that publish fees

• Asset Guidance Group, LLCRoswell$100⁠-⁠$3,600, $260⁠-⁠$560/mo
• First Pitch Planning and Tax LLCRoswell$100/hr, $1,200
• Park Square Financial Group LLCRoswell$300/hr, $5,000
• ST. John & Associates, Inc.Roswell$1,000⁠-⁠$5,000, $1,000⁠-⁠$5,000/yr
• Wellspring Planning Group LLCRoswell$250⁠-⁠$1,000/hr

Compare all 12 planners in Roswell