Jacksonville Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$600/hr

“The negotiated hourly fee for these services is between $100 and $600.”

Flat or project fee

$400⁠-⁠$7,500

“The negotiated fixed rate for creating client financial plans is between $400 and $7,500.”

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

How Jacksonville Wealth Management bills

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

• “The initial fee will be billed at the beginning of the quarter following account inception (account inception is the date the account is funded).”
• “The initial fee will be prorated based upon the number of days from the account inception to the end of the initial quarter.”
• “Client, or JaxWealth, may terminate the Agreement without penalty, for full refund of JaxWealth’s fees, within five business days of signing the Financial Planning Agreement.”

How Jacksonville Wealth Management’s fees compare

• Its hourly rate of $100-$600 spans the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• 13 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
• Its flat or project fee of $400-$7,500 spans the Florida median of $4,900. 47% of the 320 other Florida planners that publish a flat or project fee charge less.
• 5 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.

About Jacksonville Wealth Management

• Firm size: 13 employees.
• Founded: 2013 (13 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

Highest asset based fee in brochure

2% a year

Minimum

$10,000 in assets (stated in brochure)

Clients

1,020

Employees

13

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$533,539,848

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309312

Website

jaxwealth.com (opens in new tab)

Phone

(904) 923-7526

Can advise clients in 8 states: California, Florida, Georgia, Minnesota, North Carolina, Tennessee, Texas, Virginia

Other planners in Jacksonville that publish fees

• Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500⁠-⁠$4,000
• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• Contemporary Financial PlanningJacksonville$1,000⁠-⁠$25,000, $1,250⁠-⁠$6,000/qtr
• CovingtonalsinaJacksonville$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr

Compare all 36 planners in Jacksonville