JDS Investment Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“FINANCIAL PLANNING and CONSULTING JDS charges either an hourly fee of $150 per hour or fixed fee ranging between $500 and $2,000 for financial planning.”

Flat or project fee

$500⁠-⁠$2,000

From the same sentence as above.

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

How JDS Investment Management bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “If the client cancels after five business days, the client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

How JDS Investment Management’s fees compare

• Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
• 2 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,000 is below the Utah median of $2,050. 35% of the 63 other Utah planners that publish a flat or project fee charge less.
• 2 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.

About JDS Investment Management

• Principal: John D. Shreck
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2014 (12 years).

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

13

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$41,910,644

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172214

Phone

(801) 703-0693

Other planners in Salt Lake City that publish fees

• Abacus Investment AdvisorsSalt Lake City$100/hr
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
• Cottonwood Asset Management LLCSalt Lake City$125/hr
• Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
• Crewe AdvisorsSalt Lake City$6,000⁠-⁠$150,000

Compare all 38 planners in Salt Lake City