James a Wynne LLC fees and pricing

Financial planner in Hinckley, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, James a Wynne LLC 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 March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $1,000; “The negotiated fixed rate for creating client financial plans is $1,000. 4 Clients may terminate the agreement without penalty, for full refund of JAWLLC’s fees, within five business days of signing the Financial Planning Agreement.”

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

“These fees are negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of JAWLLC's fees within five business days of signing the Investment Advisory Contract.”
“Fees are paid in advance, on a prorated basis or as otherwise agreed upon.”

Its flat or project fee of $1,000 is below the Ohio median of $3,250. 12% of the 199 other Ohio planners that publish a flat or project fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 74
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $39,770,333
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 323881
Phone: (330) 304-8015

Is something on this page wrong or out of date?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