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
Website
youtube.com/@jasonhowellco (opens in new tab)
Phone
(703) 867-2387

Can advise clients in 4 states: District of Columbia, Maryland, New York, Virginia

Other planners in Fairfax that publish fees

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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.