PlannerFees

Jby Financial Planning fees and pricing

Financial planner in Sun Prairie, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Jby Financial Planning charges a flat or project fee of $1,200⁠-⁠$6,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,200⁠-⁠$6,000
“Fixed fee rates range from $1,200 to $6,000.”

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

How Jby Financial Planning bills

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

  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Fees are paid monthly in arrears, ranging from $100 to $1,000.”

How Jby Financial Planning’s fees compare

  • Its flat or project fee of $1,200-$6,000 spans the Wisconsin median of $3,000. 58% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Jby Financial Planning

“We offer Investment Management, Financial Planning, Educational Seminars/Speaking Engagements, and Tax Preparation Services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
19
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed
$729,649
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329299
Website
jbyfinancialplanning.com (opens in new tab)
Phone
(715) 965-0058

Other planners in Sun Prairie that publish fees

Compare all 198 planners in Wisconsin

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.