PlannerFees

JC Venture Capital Investments LLC fees and pricing

Financial planner in St. Petersburg, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 17, 2026, JC Venture Capital Investments LLC charges $200⁠-⁠$500 an hour and a flat or project fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$500/hr
“Portfolio advisory and financial planning services are offered on a fixed-fee basis ranging from $1,500 to $10,000, or on an hourly basis ranging from $200 to $500 per hour, depending on the scope and complexity of the engagement.”
Flat or project fee
$1,500⁠-⁠$10,000

From the same sentence as above.

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

How JC Venture Capital Investments LLC bills

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

  • “The specific services, fee, billing schedule, and payment terms for each engagement are agreed upon with the client in advance and set forth in the advisory agreement.”
  • “The Firm does not deduct fees directly from client accounts.”
  • “The Firm invoices clients, and clients pay the Firm directly.”

How JC Venture Capital Investments LLC’s fees compare

  • Its hourly rate of $200-$500 spans the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
  • 6 of the 11 other planners in St. Petersburg that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the Florida median of $4,900. 63% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 5 of the 9 other planners in St. Petersburg 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 JC Venture Capital Investments LLC

“We provide financial planning that examines a client’s overall financial situation and delivers written or verbal recommendations.”
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.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, market timing, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
341236
Phone
(816) 820-2347

Other planners in St. Petersburg that publish fees

Compare all 22 planners in St. Petersburg

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