JM Tax & Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$50⁠-⁠$500

“The fixed fee can range between $50.00 and $500.00, depending on the complexity and needs of the client.”

Monthly fee

$75⁠-⁠$200/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $75.00 and an ongoing fee that is paid monthly, in advance, at the rate of $75.00 to $200.00 per month, depending on the complexity and needs of the client.”

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

How JM Tax & Financial LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How JM Tax & Financial LLC’s fees compare

• Its flat or project fee of $50-$500 is below the South Carolina median of $3,000. 2% of the 65 other South Carolina planners that publish a flat or project fee charge less.

About JM Tax & Financial LLC

• Principal: John Mitchell
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

36

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,479,697

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304591

Phone

(803) 984-5667

Can advise clients in 2 states: North Carolina, South Carolina

Other planners in South Carolina that publish fees

• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
• Active Lifestyle Financial PlanningCharleston$1,000, $4,800⁠-⁠$30,000/yr
• Altamont Advisors LLCGreenville$150/hr
• Anderson Wealth Management, Inc.Greer$350/hr, $1,500⁠-⁠$10,000

Compare all 194 planners in South Carolina