JH Advisors fees and pricing

Published fees

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

Hourly rate

$75⁠-⁠$2,295/hr

“Financial consulting fees are calculated on an hourly basis, at a rate between $75 - $2295 per hour, with a minimum fee of $1,000.”

Monthly fee

$95⁠-⁠$695/mo

“JH Advisors’ financial planning fees are negotiable, but generally range from $95 per month to $695 per month.”

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

How JH Advisors bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
• “Fees are computed and billed quarterly, in advance, and are based on the market value of Client’s account(s) on the last day of the prior quarter.”
• “Fixed fees are paid on a monthly schedule and are paid in advance.”

How JH Advisors’ fees compare

• Its hourly rate of $75-$2,295 spans the Oregon median of $250. 100% of the 123 other Oregon planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Salem that publish an hourly rate charge less.

About JH Advisors

• Firm size: 4 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• College planning
• Business owners

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

1.25% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

122

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$212,048,671

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

139587

Website

jhadvisors.com (opens in new tab)

Phone

(503) 391-1040

Can advise clients in 5 states: California, Hawaii, Oregon, Utah, Washington

Other planners in Salem that publish fees

• Capital Financial PlannersSalem$250⁠-⁠$350/hr
• Capstone Wealth Advisors, LLCSalem$100⁠-⁠$750/hr, $500⁠-⁠$10,000
• Collective Wealth PlanningSalem$400/hr, $300⁠-⁠$15,000
• Difi AdvisorySalem$2,000, $16,000/yr
• Goldmark Financial Planners, LLCSalem$90/hr
• JGC Tax & Wealth ManagementSalem$250/hr

Compare all 9 planners in Salem