Jade & Cowry LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The Adviser’s hourly fee of $500 reflects the specialized nature of cross-border and equity compensation planning provided.”

Monthly fee

$525⁠-⁠$1,260/mo

“Fees for Advisory Services GPS Planning Program Hourly Advisory Consulting Services Comprehensive Financial Planning and Investment Advisory Limited scope Ongoing One-time Continuous support, monitoring, and planning updates No support after project completion Annual fee paid monthly: $525 – $1,260 / month, based…”

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

How Jade & Cowry LLC bills

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

• “The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s account(s) during the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Project-Based Financial Planning is offered at an hourly rate of $500, billed in 15-minute increments.”

How Jade & Cowry LLC’s fees compare

• Its hourly rate of $500 is above the Virginia median of $260. 92% of the 203 other Virginia planners that publish an hourly rate charge less.
• 15 of the 16 other planners in Arlington that publish an hourly rate charge less.

About Jade & Cowry LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• 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

Highest asset based fee in brochure

3% a year

Clients

50

Employees

2

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

$65,108,035

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154129

Website

moneymattersforglobetrotters.com (opens in new tab)

Phone

(703) 594-1706

Can advise clients in 6 states: California, District of Columbia, Maryland, New York, Virginia, Washington

Other planners in Arlington that publish fees

• Arlington Wealth Planning, LLCArlington$289/hr, $6,128⁠-⁠$10,128
• Astra Investment AdvisersArlington$100/hr
• Braswell Capital, LLCArlington$30⁠-⁠$50/hr
• Clarity Financial PlanningArlington$500, $4,000⁠-⁠$20,000/yr
• Cope ConnellyArlington$99⁠-⁠$25,000
• Coretegic Capital, LLCArlington$400/hr, $500

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