JGP Wealth Management, LLC fees and pricing
Financial planner in Bend, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 3, 2026, JGP Wealth Management, LLC charges $350 an hour and a flat or project fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $50,000
“Flat fees will not exceed $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JGP Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s), inclusive of cash and liquid positions, ADV Part 2A – Firm Brochure Page 5 JGP Wealth Management, LLC on the last day of the previous quarter.”
- “Unless otherwise indicated in writing, our firm bills on cash and cash equivalents.”
- “In rare cases, our firm will agree to directly invoice.”
How JGP Wealth Management, LLC’s fees compare
- Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
- 8 of the 16 other planners in Bend that publish an hourly rate charge less.
- Its flat or project fee of $50,000 is above the Oregon median of $4,000. 98% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 11 of the 11 other planners in Bend that publish a flat or project fee charge less.
About JGP Wealth Management, LLC
- Firm size: 23 employees.
- Registered as an adviser: 2018 (8 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
- Clients
- 771
- Employees
- 23
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $1,431,772,908
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290694
- Phone
- (503) 446-6450
Can advise clients in 12 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Nevada, Oregon, Texas, Utah, Washington
Other planners in Bend that publish fees
- 2260 WestBend$450/hr, $3,000
- Alongside Financial PartnersBend$15,000/yr
- Alpine Road FinancialBend$500/hr
- Aspire Wealth Advisors, LLCBend$250/hr
- Axia Wealth Management IncBend$350/hr, $5,000
- Axiom Wealth Strategies, LLCBend$150/hr, $5,000
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.