Jackson Financial Services LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2025, Jackson Financial Services LLC charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
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Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jackson Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For accounts opened or closed during a calendar quarter, a prorated fee will be charged from inception date.”
- “In addition, JFS will provide the retirement plan with a written invoice Jackson Financial Services LLC Page 7 including a detailed fee calculation each quarter.”
How Jackson Financial Services LLC’s fees compare
- Its hourly rate of $175 is below the Texas median of $275. 11% of the 468 other Texas planners that publish an hourly rate charge less.
- 6 of the 56 other planners in Dallas that publish an hourly rate charge less.
About Jackson Financial Services LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2010 (16 years).
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
- Clients
- 21
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $909,312
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153927
- Phone
- (214) 500-8082
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date?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.