J Wilson Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$1,000/hr

“Clients are not required to utilize any third-party products or services that we may recommend. 8 Financial Planning Hourly Fee Financial Planning fee is an hourly rate between $250 and $1,000 per hour, depending on complexity.”

Flat or project fee

$500⁠-⁠$5,000

“The fixed fee can range between $500 and $5,000 depending on complexity and scope of the project.”

Monthly fee

$175⁠-⁠$1,000/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $175 and an ongoing fee that is paid monthly, in arrears, at the rate of $175-$1,000 per month depending on complexity and needs of the client.”

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

How J Wilson Wealth Management bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How J Wilson Wealth Management’s fees compare

• Its hourly rate of $250-$1,000 is above the Michigan median of $250. 98% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Michigan median of $3,250. 40% of the 137 other Michigan planners that publish a flat or project fee charge less.

About J Wilson Wealth Management

• Principal: Jeremy Wilson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 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% a year

Clients

91

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

$25,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304029

Website

jwilsonwealthmanagement.com (opens in new tab)

Phone

(810) 202-9264

Other planners in Michigan that publish fees

• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

Compare all 406 planners in Michigan