JD Haggar Financial fees and pricing
Financial planner in Castle Rock, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 5, 2026, JD Haggar Financial charges a flat or project fee of $2,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$15,000
“For stand-alone financial planning services, JDH charges a negotiable fixed fee that ranges from $2,000 to $15,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JD Haggar Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees JDH charges are negotiable based on the amount of assets under management, complexity of your goals and objectives, and/or the level of services to be rendered.”
- “Our fees will be calculated on a pro-rata basis for any partial billing periods.”
- “Portfolio management fees for assets custodied at SEI Trust Company are billed quarterly, in arrears, and are based on the value of your portfolio at the end of the billing period.”
How JD Haggar Financial’s fees compare
- Its flat or project fee of $2,000-$15,000 spans the Colorado median of $5,250. 74% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 4 of the 5 other planners in Castle Rock that publish a flat or project fee charge less.
About JD Haggar Financial
“Currently, we offer portfolio management services and financial planning services to clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
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
- 1.75% a year
- Clients
- 3
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $595,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329083
- Phone
- (303) 884-8794
Other planners in Castle Rock that publish fees
- Castle Rock Investment CompanyCastle Rock$6,000-$40,000, $1,500/qtr
- DWM Family WealthCastle Rock$250/hr, $500-$10,000
- Fidelis Wealth AdvisorsCastle Rock$150-$300/hr, $2,500-$3,000
- Hill Country Kingdom AdvisorsCastle Rock$250/hr, $1,200-$10,000
- Jackson Creek Investment Advisors LLCCastle Rock$350/hr
- Snowcap FinancialCastle Rock$600-$2,000, $200-$666/mo
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.