JFR Financial Services, Inc. fees and pricing

Published fees

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

Hourly rate

$75⁠-⁠$500/hr

“Modular financial planning services (financial analysis, special study or corporate financial planning) are charged at an hourly rate ranging from $75 to $500 per hour, billed to the nearest 15 minute increment.”

Flat or project fee

$700

“Client has an approximate net worth less than $75,000 and annual income under $35,000, Adviser will charge a fixed fee of $700. 7 JFR Financial, Inc.”

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

How JFR Financial Services, Inc. bills

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

• “Hourly fees are negotiable based on the actual services requested, the complexity of your situation and our staff members providing the service.”
• “Fixed and project fees are negotiable based upon your individual circumstances and complexities.”
• “After five business days, you are responsible for our prorated fees to the date of termination.”

How JFR Financial Services, Inc.’s fees compare

• Its hourly rate of $75-$500 spans the Michigan median of $250. 60% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $700 is below the Michigan median of $3,250. 12% of the 137 other Michigan planners that publish a flat or project fee charge less.

About JFR Financial Services, Inc.

• Principal: John F. Robbins
• Firm size: 11 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 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

Minimum

$900 minimum fee (stated in brochure)

Clients

597

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and other services

Assets managed

$276,643,936

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

124456

Website

jfrfinancial.com (opens in new tab)

Phone

(734) 692-1421

Can advise clients in 3 states: Florida, Michigan, Texas

Other planners in Trenton that publish fees

• MFG Capital, Inc.Trenton$150/hr
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000

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