Jjsa Advisors, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$1,500

“Initial consultation – no charge; no obligation Financial, Tax, Retirement and Estate Planning – Minimum fees are $1,500.00 for comprehensive planning, $750.00 for two limited areas of concern, and $200.00 for miscellaneous advice.”

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

How Jjsa Advisors, LTD. bills

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

• “Unless an initial deposit has been made, refunds are not applicable as fees are payable in arrears.”
• “Management fees for assets in excess of $2,000,000 are negotiable.”
• “Fees and Billing for the SEI Asset Management Program SEI management fees are payable quarterly, in arrears, based on assets under management at the end of the quarter.”

How Jjsa Advisors, LTD.’s fees compare

• Its flat or project fee of $750-$1,500 is below the Virginia median of $4,250. 14% of the 168 other Virginia planners that publish a flat or project fee charge less.
• None of the 9 other planners in Virginia Beach that publish a flat or project fee charge less.

About Jjsa Advisors, LTD.

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$1,500 minimum fee (stated in brochure)

Clients

218

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$154,336,256

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

116460

Website

jjsadvisors.com (opens in new tab)

Phone

(757) 473-0004

Can advise clients in 3 states: North Carolina, Texas, Virginia

Other planners in Virginia Beach that publish fees

• Altura Wealth AdvisorsVirginia Beach$4,000⁠-⁠$25,000, $350⁠-⁠$2,500/mo
• Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500⁠-⁠$10,000
• Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000⁠-⁠$50,000
• Bellars Harris Wealth ManagementVirginia Beach$5,000⁠-⁠$25,000
• Compton Wealth Advisory Group, LLCVirginia Beach$150⁠-⁠$450/hr
• Cook Financial Designs, Inc.Virginia Beach$4,000⁠-⁠$40,000/yr

Compare all 28 planners in Virginia Beach