JDH Wealth Management, LLC fees and pricing
Financial planner in Santa Rosa, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 14, 2026, JDH Wealth Management, LLC charges $300 an hour and a flat or project fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The hourly rate will be $300 per hour.”
- Flat or project fee
- $6,000
“As a fixed fee of $6,000. 8 Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, JDH will typically provide an estimate for the total cost at the start of the advisory relationship.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JDH Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is due upon completion of the plan.”
How JDH Wealth Management, LLC’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 6 other planners in Santa Rosa that publish an hourly rate charge less.
- Its flat or project fee of $6,000 is above the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 7 other planners in Santa Rosa that publish a flat or project fee charge less.
About JDH Wealth Management, LLC
“Additionally, as of December 31, 2025, JDH advised on $95,818,988 of self-directed retirement account assets Investment Management Services JDH uses a consultative approach in providing solutions to the client's needs.”
- Firm size: 2 employees.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
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
- 1.5% a year
- Minimum
- $4,000 minimum fee (stated in brochure)
- Clients
- 127
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $494,918,850
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 112474
- Phone
- (707) 542-1110
Can advise clients in 2 states: California, Texas
Other planners in Santa Rosa that publish fees
- A.e.i. Financial GroupSanta Rosa$275/hr, $1,500-$4,000
- Clifford Financial Planning, Inc.Santa Rosa$250/hr, $3,500
- JW Financial Advisors, LLCSanta Rosa$300/hr, $4,000
- Madson Wealth Advisors Inc.Santa Rosa$400/hr, $2,400-$5,000
- Polymita Wealth Management LLCSanta Rosa$2,500-$5,000, $250-$400/mo
- Swad Wealth Management LLCSanta Rosa$500/hr, $2,000-$20,000
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.