Jasi Financial, Inc. fees and pricing

Financial planner in Grapevine, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Jasi Financial, Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Pension Consulting Services Pension Consulting Services are billed at an hourly fee of $300.00, which may be negotiated depending on plan size and scope of activities.”

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

“These fees are generally negotiable, and the final fee schedule is attached as Exhibit I of the I n v e s t m e n t A d v i s o r y C o n t r a c t .”
“Clients m a y t e r m i n a t e t h e agreement w i t h o u t penalty for a full refund of JASi’s fees within five business days of signing the Investment Advisory Contract.”
“Fees are charged in arrears upon completion of project.”

Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
1 of the 2 other planners in Grapevine that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Founded: 2002 (24 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.7% a year
Clients: 26
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $5,102,741
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 255790
Website: twitter.com/jasifinancial (opens in new tab)
Phone: (817) 405-4109

Is something on this page wrong or out of date?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