JFK Advisory Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 5, 2019. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The Advisor’s hourly fee will be billed at a rate of $250 per hour, but may be negotiated in advance.”

Flat or project fee

$2,500

“The Advisor’s fixed fee will be billed at a rate of $2500 per financial planning engagement, but may be negotiated in advance.”

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

How JFK Advisory Services, LLC bills

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

• “Hourly fee-based clients are billed on a monthly basis upon completion of work performed with a $200 maximum down payment upon signing of financial planning agreement.”
• “Fixed fee-based clients are billed on a monthly basis upon completion of work performed with a $200 maximum down payment upon signing of financial planning agreement.”

How JFK Advisory Services, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in The Villages that publish a flat or project fee charge less.

About JFK Advisory Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$1,287,210

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

160026

Phone

(845) 548-3708

Can advise clients in 1 state: New York

Other planners in The Villages that publish fees

• Bill Losey Retirement Solutions, LLCThe Villages$250⁠-⁠$500/hr, $500⁠-⁠$5,000
• Zenith Advisory Group, LLCThe Villages$500⁠-⁠$2,500, $500⁠-⁠$25,000/yr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 5 planners in The Villages