Jdyeageradvisors fees and pricing

Financial planner in Parker, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 15, 2026, Jdyeageradvisors charges a flat or project fee of $350 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $350; “Clients desiring services only involving a financial plan are assessed a $350 fixed fee.”

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

“Our published fees are negotiable, and we typically waive or discount our fee for associates of our advisory firm and their family members.”
“Fees can be paid by check or draft from US-based financial institutions.”
“We do not require an advance deposit; the entire fee will be due upon delivery of our invoice which coincides with the delivery of the plan or advice.”

Its flat or project fee of $350 is below the Colorado median of $5,250. 2% of the 214 other Colorado planners that publish a flat or project fee charge less.
None of the 3 other planners in Parker that publish a flat or project fee charge less.

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% a year
Clients: 13
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $22,810,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 307193
Website: jdyeageradvisors.com (opens in new tab)
Phone: (720) 539-6072

Is something on this page wrong or out of date?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.