JB Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 21, 2023. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$400

“JB Advisory charges a flat hourly advisory fee of $400.”

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

How JB Advisory LLC bills

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

• “Additional advisory fees and costs are negotiable and will be clearly communicated.”
• “Clients will be billed directly for fees incurred as they are incurred.”
• “Clients will be billed after fees are incurred.”

How JB Advisory LLC’s fees compare

• Its flat or project fee of $400 is below the Arizona median of $3,100. 1% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 1 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About JB Advisory LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Minimum

No minimum stated in brochure

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329296

Phone

(480) 200-8971

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• Aim CapitalScottsdale$300/hr
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