PlannerFees

JMB Financial Managers, Inc. fees and pricing

Financial planner in Santa Ana, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 2, 2026, JMB Financial Managers, Inc. charges $250⁠-⁠$500 an hour and a flat or project fee of $1,000⁠-⁠$10,000 for financial planning.

Published fees

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

Hourly rate
$250⁠-⁠$500/hr
“While fees vary, based on the complexity of the plan or project and the range of services we are retained to provide, our typical hourly rate ranges from $250 - $500 per hour and our typical fixed fee ranges between $1,000$10,000.”
Flat or project fee
$1,000⁠-⁠$10,000

From the same sentence as above.

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

How JMB Financial Managers, Inc. bills

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

  • “Subsequently, the client will be billed in 5 hour increments until completion, when the remaining balance will be due.”
  • “The remaining balance is due and payable in six months or upon completion of the plan or services, whichever occurs first.”
  • “Fees in General Fees for all services are negotiable, based upon certain criteria.”

How JMB Financial Managers, Inc.’s fees compare

  • Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
  • 2 of the 5 other planners in Santa Ana that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
  • 2 of the 4 other planners in Santa Ana that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About JMB Financial Managers, Inc.

“We provide financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 1993 (33 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
2
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
136344
Website
youtube.com/channel/UCsCK_GzOiaI6hD4A2nX6_Lw (opens in new tab)
Phone
(949) 251-3544

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