JCN Financial & Tax Advisory Group, LLC fees and pricing
Financial planner in Baton Rouge, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 9, 2026, JCN Financial & Tax Advisory Group, LLC charges $350 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Generally, a rate of $350 an hour will be charged.”
- Flat or project fee
- $500-$5,000
“Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JCN Financial & Tax Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees will only be charged after express agreement in writing to the negotiable rate offered.”
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “Registrant's annual investment management fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets under management on the last business day of the previous quarter.”
How JCN Financial & Tax Advisory Group, LLC’s fees compare
- Its hourly rate of $350 is above the Louisiana median of $250. 82% of the 45 other Louisiana planners that publish an hourly rate charge less.
- 5 of the 7 other planners in Baton Rouge that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Louisiana median of $3,250. 38% of the 40 other Louisiana planners that publish a flat or project fee charge less.
- None of the 2 other planners in Baton Rouge that publish a flat or project fee charge less.
About JCN Financial & Tax Advisory Group, LLC
“Prior to engaging the Registrant to provide investment management services, clients are required to enter into an Investment Advisory Agreement, Wrap Fee Investment Advisory Agreement, or Financial Planning and Consulting Agreement which contains the terms and conditions of the engagement.”
- Firm size: 7 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- 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
- 2.2% a year
- Minimum
- $25,000 in assets (stated in brochure)
- Clients
- 263
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $130,490,896
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174358
- Phone
- (225) 755-0488
Other planners in Baton Rouge that publish fees
- Brian Low Financial Group, LLCBaton Rouge$100/hr
- Capital South Wealth Management, LLCBaton Rouge$1,000-$10,000
- Cavanaugh Wealth Management LLCBaton Rouge$300/hr
- Fred Miller & Assoc.Baton Rouge$75/hr
- Graf Financial, L.L.C.Baton Rouge$200/hr
- Hibernia Wealth Partners, LLCBaton Rouge$500/hr
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.