Jacobs & Company fees and pricing

Financial planner in Charleston, West Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 28, 2026, Jacobs & Company charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “We may negotiate fee arrangements different from those described above when, in the Firm’s judgment, special or unusual circumstances with respect to the client justify such arrangements. g) Other Investment Advice - For other investment advice, which may include financial planning, the Advisor will charge a flat…”

Its hourly rate of $150 is below the West Virginia median of $250. 14% of the 7 other West Virginia planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 3
Employees: 1
Works with: High net worth individuals, insurance companies, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $33,431,292
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 109133
Phone: (304) 342-3535

Can advise clients in 1 state: Ohio

Is something on this page wrong or out of date?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