Jackson & Associates, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning/Consulting Services For a comprehensive or goal-specific financial plan, hourly fees begin at $300/hour.”

Flat or project fee

$5,000

“The standalone fee for a comprehensive Financial Plan starts at $5,000.”

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

How Jackson & Associates, Inc. bills

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

• “In the event of termination, any paid but unearned fees will be promptly refunded to the client, and any fees due to JA from the client will be invoiced or deducted from the client’s account prior to termination.”
• “This fee, which is negotiable, would be an annual fee billed monthly or quarterly (depending on the selected advisor) in arrears.”
• “The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar month.”

How Jackson & Associates, Inc.’s fees compare

• Its hourly rate of $300 matches the New Mexico median of $300. 42% of the 26 other New Mexico planners that publish an hourly rate charge less.
• 4 of the 15 other planners in Albuquerque that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the New Mexico median of $4,000. 56% of the 16 other New Mexico planners that publish a flat or project fee charge less.
• 5 of the 10 other planners in Albuquerque that publish a flat or project fee charge less.

About Jackson & Associates, Inc.

• Principal: Richard Jackson
• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

2% a year

Clients

80

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$101,392,502

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315102

Website

jacksonrfw.com (opens in new tab)

Phone

(505) 944-8404

Other planners in Albuquerque that publish fees

• Be Brave Not Broke LLCAlbuquerque$300/hr
• Drucker, David J. Dba Sunset Financial ManagementAlbuquerque$5,000
• Ego Death Financial LLCAlbuquerque$200⁠-⁠$2,160
• Financial Design & ResearchAlbuquerque$300⁠-⁠$600/hr, $3,000
• Hanseatic Management Services IncAlbuquerque$400/hr, $3,000
• Intentional Finance, LLCAlbuquerque$500/hr, Up to $20,000

Compare all 24 planners in Albuquerque