JLP Investments fees and pricing
Financial planner in Jacksonville, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 5, 2026, JLP Investments charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The Plan Sponsor and the Advisor may agree, from time to time, that the Advisor be compensated for additional non-investment related duties outside the normal scope of this Agreement on an hourly basis of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JLP Investments bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Pursuant to an Investment Advisory Agreement signed by each client, the client will pay JL Parrish Investments an annual management fee, payable monthly or quarterly, in advance or in arrears.”
- “New account fees will be prorated from the inception of the account to the end of the first billing period.”
- “Where it is not practical to deduct fees directly from client accounts, client will be sent an invoice at the beginning of each billing period.”
How JLP Investments’ fees compare
- Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
- 6 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
About JLP Investments
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 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
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 68
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $12,844,926
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330948
- Phone
- (904) 634-7780
Other planners in Jacksonville that publish fees
- Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500-$4,000
- Attainable WealthJacksonville$300/hr, $3,600-$8,000
- Contemporary Financial PlanningJacksonville$1,000-$25,000, $1,250-$6,000/qtr
- CovingtonalsinaJacksonville$150-$500/hr, $500-$5,000
- Create Wealth Financial Planning LLCJacksonville$1,000
- Img Wealth Management, Inc.Jacksonville$150/hr
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.