Jackson Creek Investment Advisors LLC fees and pricing
Financial planner in Castle Rock, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Jackson Creek Investment Advisors LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Fees are based on our hourly fee of $350/hr.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jackson Creek Investment Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis and billed either quarterly in arrears or advance.”
- “At our discretion, our firm will allow advisory fees to be paid by check as indicated in the Investment Advisory Agreement.”
- “The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and billed to your account.”
How Jackson Creek Investment Advisors LLC’s fees compare
- Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Castle Rock that publish an hourly rate charge less.
About Jackson Creek Investment Advisors LLC
- Firm size: 6 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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% a year
- Clients
- 20
- Employees
- 6
- Works with
- High net worth individuals and investment companies
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $348,959,797
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309116
- Phone
- (720) 826-4102
Other planners in Castle Rock that publish fees
- Castle Rock Investment CompanyCastle Rock$6,000-$40,000, $1,500/qtr
- DWM Family WealthCastle Rock$250/hr, $500-$10,000
- Fidelis Wealth AdvisorsCastle Rock$150-$300/hr, $2,500-$3,000
- Hill Country Kingdom AdvisorsCastle Rock$250/hr, $1,200-$10,000
- JD Haggar FinancialCastle Rock$2,000-$15,000
- Snowcap FinancialCastle Rock$600-$2,000, $200-$666/mo
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.