JCB Financial, Inc. fees and pricing
Financial planner in Collegeville, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2025, JCB Financial, Inc. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The basic rate for financial planning services is $200/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JCB Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fee arrangements will be made in advance of beginning work.”
- “Financial planning fees can be collected via a cash or check payment directly from the client or they may be pulled directly from managed assets.”
- “Financial planning fees are collected in advance.”
How JCB Financial, Inc.’s fees compare
- Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- None of the 2 other planners in Collegeville that publish an hourly rate charge less.
About JCB Financial, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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
- 67
- 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
- $72,698,711
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140902
- Phone
- (610) 454-0727
Other planners in Collegeville that publish fees
- Christine Messmer, P.C.Collegeville$250/hr, $1,000/qtr
- Sensenig Capital Advisors, Inc.Collegeville$100-$300/hr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
Is something on this page wrong or out of date?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.