JKM Wealth Management Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our general consulting fee is a negotiable hourly rate not to exceed $500 per hour for our advice.”

Flat or project fee

$5,000

“Financial planning services are offered on a negotiable fixed rate not to exceed $5,000 for the initial engagement.”

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

How JKM Wealth Management Inc bills

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

• “Billing Your account will be billed monthly in advance based on the aggregate, fair market value of your portfolio.”
• “Our preference is for the fee to be paid in full up front; however, we will also accept one-half the fee at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan7.”
• “If you have prepaid any fees, such un-earned fees will be returned on a pro-rata basis.”

How JKM Wealth Management Inc’s fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• 8 of the 10 other planners in Boca Raton that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Boca Raton that publish a flat or project fee charge less.

About JKM Wealth Management Inc

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• 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

1.5% a year

Clients

43

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$44,647,477

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297564

Phone

(561) 213-1399

Can advise clients in 2 states: Florida, New York

Other planners in Boca Raton that publish fees

• Advise FinancialBoca Raton$300⁠-⁠$1,000/hr, $399/mo
• Align Equity GroupBoca Raton$300⁠-⁠$500/hr
• Amplify My WealthBoca Raton$250/hr, $250⁠-⁠$2,500
• CS Advisors Inc.Boca Raton$275⁠-⁠$500/hr
• Fiduciary Family Office, LLCBoca Raton$350⁠-⁠$600/hr, $30,000⁠-⁠$250,000
• Financial Connection, IncBoca Raton$250/qtr

Compare all 33 planners in Boca Raton