JC Financial Planning & Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our hourly fees are $200 for financial advisors.”

Flat or project fee

$500⁠-⁠$5,000

“JCFP will generally charge a negotiable fixed fee ranging from $500 to $5,000 which is dependent upon the level and scope of services provided.”

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

How JC Financial Planning & Investments, LLC bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Fees are negotiable and will be deducted from your account.”
• “Fixed fees will be charged quarterly in arrears.”

How JC Financial Planning & Investments, LLC’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• None of the 4 other planners in Long Beach that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Long Beach that publish a flat or project fee charge less.

About JC Financial Planning & Investments, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2007 (19 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

1% a year

Clients

55

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$75,868,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

142703

Website

jcinvestment.net (opens in new tab)

Phone

(562) 743-6031

Other planners in Long Beach that publish fees

• Augustus Wealth, LLCLong Beach$10,000
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• Dollar Sign Ventures LLCLong BeachUp to $5,000
• Goldman Lancaster, Inc.Long Beach$350/hr
• Hifi PlanningLong Beach$300/hr, $5,000⁠-⁠$12,000
• Taxdude Financial AdvisorLong Beach$300/hr

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