Jason Howell Company fees and pricing
Financial planner in Fairfax, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Jason Howell Company charges $500 an hour and a flat or project fee of $1,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Financial Planning fee is an hourly rate of $500.00 per hour.”
- Flat or project fee
- $1,000-$25,000
“Normally, the fixed fee ranges from $1,000 to $25,000 with travel expenses charged separately unless negotiated as part of the overall fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jason Howell Company bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Advisory fees are charged in arrears as determined by the account value on the last day of the previous billing period.”
How Jason Howell Company’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.
- 4 of the 6 other planners in Fairfax that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$25,000 spans the Virginia median of $4,250. 88% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 6 of the 7 other planners in Fairfax that publish a flat or project fee charge less.
About Jason Howell Company
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2015 (11 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
- 105
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $64,546,434
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281658
- Phone
- (703) 867-2387
Can advise clients in 4 states: District of Columbia, Maryland, New York, Virginia
Other planners in Fairfax that publish fees
- Aspect Partners, LLCFairfax$50,000
- Auburn Skies Financial AdvisorsFairfax$5,000
- Campion Asset Management, LLCFairfax$500/hr
- David N. Hainsworth, C.P.A., P.C.Fairfax$440/hr, $5,000-$11,200
- Family Ai! FinancialFairfax$500/hr, $5,000-$10,000
- Halo Capital ManagementFairfax$300/hr, $2,000-$5,000
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.