JGC Tax & Wealth Management fees and pricing

Financial planner in Salem, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 17, 2026, JGC Tax & Wealth Management charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “In more basic scenarios, we provide our services at a rate of $250 an hour to provide guidance to businesses or non-profits.”

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

“Notwithstanding the above, fees are generally negotiable.”
“Fees for partial months at the commencement or termination of our agreement will be billed or refunded on a pro-rated basis contingent on the number of days the account was open during the month.”
“Clients are generally billed a single fee for both, depending on the agreement, from which we and the third-party are paid.”

Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
1 of the 5 other planners in Salem 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
Highest asset based fee in brochure: 3% a year
Minimum: No minimum stated in brochure
Clients: 181
Employees: 3
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $132,030,176
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 165770
Website: app.modestspark.com/usersecurity/login?domain=jgcwealth.com (opens in new tab)
Phone: (503) 390-7880

Can advise clients in 3 states: California, Nebraska, Oregon

Is something on this page wrong or out of date?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