Jessup Wealth Management fees and pricing

Financial planner in Dayton, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 18, 2026, Jessup Wealth Management charges $125⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125⁠-⁠$500/hr; “Service Customized Personal Financial Plan Updated to Customized Personal Financial Plan Outside Account Recommendations Complex Analysis and Advice* Fee $500 $250 $125 $400 per hour *Services falling under “Complex Analysis and Advice” are beyond the scope of normal planning services and/or proactive management of…”

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

“Authorization is obtained in advance for work done in these scenarios.”
“The fee amount a client will pay is negotiable between the client and the advisor and will be associated with all services provided by the advisor under the Retirement Plan Consulting Agreement.”
“Fees may be paid directly from qualified plan assets or may be billed directly, as agreed between the client and the advisor.”

Its hourly rate of $125-$500 spans the Ohio median of $250. 76% of the 219 other Ohio planners that publish an hourly rate charge less.
3 of the 5 other planners in Dayton that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 400
Employees: 12
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $360,187,044
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 323035
Website: instagram.com/jessupwealth (opens in new tab)
Phone: (937) 938-9105

Is something on this page wrong or out of date?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