Jmac Enterprises LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$2,500⁠-⁠$25,000/yr

“The Advisor may also provide standalone financial planning or consulting services for an annual engagement fee ranging from $2,500 to $25,000 per year.”

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

How Jmac Enterprises LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Jmac Enterprises LLC’s fees compare

• Its annual fee of $2,500-$25,000 spans the Pennsylvania median of $6,000. 77% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 1 of the 2 other planners in Newtown that publish an annual fee charge less.

About Jmac Enterprises LLC

• Principal: Robert C. Macaulay
• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 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

1.5% a year

Clients

177

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

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

Assets managed

$722,428,889

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312710

Website

brickhousestrategicwealth.com (opens in new tab)

Phone

(267) 753-7066

Can advise clients in 9 states: California, Florida, Illinois, Louisiana, Maryland, New Jersey, Pennsylvania, Texas, Virginia

Other planners in Newtown that publish fees

• Anthony Petsis & Associates Inc.Newtown$230/hr
• Ethos Capital Management, Inc.Newtown$350/hr, $1,650
• Innova Wealth Partners, LLCNewtown$500⁠-⁠$10,000, $1,000⁠-⁠$2,000/mo
• Insight Advisors, LLCNewtown$250/hr, $575/mo
• Kej Financial AdvisorsNewtown$325/hr, $2,000
• Main Street Financial Solutions, LLCNewtown$300⁠-⁠$15,000

Compare all 15 planners in Newtown