PlannerFees

Jba Financial Advisors fees and pricing

Financial planner in Timonium, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 12, 2026, Jba Financial Advisors charges $300 an hour and a flat or project fee of $1,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“The Adviser bills clients at a rate not to exceed $300 an hour.”
Flat or project fee
$1,000⁠-⁠$10,000
“Fixed fees generally range from $1,000 to $10,000.”

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

How Jba Financial Advisors bills

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

  • “Clients pay fees quarterly in arrears after the Adviser provides the services and are negotiable for clients with assets under management that are over $15,000,000.”
  • “Fees are prorated for accounts opened during the quarter.”
  • “Clients are not billed separately for these financial planning services.”

How Jba Financial Advisors’ fees compare

  • Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.
  • None of the 3 other planners in Timonium that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$10,000 spans the Maryland median of $4,335. 67% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Jba Financial Advisors

“The Adviser provides financial planning and consulting services consistent with clients’ financial and tax status, in addition to their risk profile and return-objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Joseph Berzellini
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

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
Minimum
$1,000 minimum fee (stated in brochure)
Clients
19
Employees
1
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$30,619,340
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
132149
Website
jbafinancialadvisors.com (opens in new tab)
Phone
(410) 584-1491

Other planners in Timonium that publish fees

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