Jhanti Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50/hr

“Fees:$50.00 per hour.(Investment Advice) 3.”

Flat or project fee

$500

“Singular(One Time)Fixed Fees: $500.00.(Investment Advice) 5.”

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

How Jhanti Financial bills

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

• “All percentage based fees in reference to portfolio management services only are assessed in arrears on an annual basis.”
• “Percentage based fees in reference to portfolio management services are due upon receipt of the invoice, regardless of the market performance of the portfolio during the year or quarter just ended.”
• “Jhanti Financial gives clients the option to have fees deducted from their assets or to be billed for fees as they are incurred.”

How Jhanti Financial’s fees compare

• Its hourly rate of $50 is below the Pennsylvania median of $250. None of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Jhanti Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165335

Website

jhantifinancial.com (opens in new tab)

Phone

(267) 427-6580

Can advise clients in 1 state: Ohio

Other planners in Bensalem that publish fees

• Neshaminy Creek AdvisorsBensalem$300/hr, $500⁠-⁠$1,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr

Compare all 621 planners in Pennsylvania