Jackson Wealth Inc fees and pricing

Financial planner in Franklin, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 18, 2026, Jackson Wealth Inc charges a flat or project fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $1,000; “Ongoing Financial Planning consists of an upfront charge of $1000 and an ongoing fee that is paid monthly, in advance, at the rate of $100500 per month.”

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, electronic funds transfer or debit/credit card.”
“Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
“An account may be terminated with written notice at least 30 calendar days in advance.”

Its flat or project fee of $1,000 is below the Tennessee median of $3,000. 12% of the 89 other Tennessee planners that publish a flat or project fee charge less.
2 of the 14 other planners in Franklin that publish a flat or project fee charge less.

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: 2.6% a year
Clients: 121
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $23,750,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 323409
Website: jwitn.com (opens in new tab)
Phone: (615) 663-7387

Is something on this page wrong or out of date?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.