JMC Wealth fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, JMC Wealth charges a flat or project fee of $500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$25,000
“JMC Wealth’s fee for its financial planning services ranges from $500 to $25,000, depending upon the breadth of financial topics covered by the plan and upon the complexity of the underlying financial resources to be analyzed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JMC Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable upon presentation of the plan.”
- “It is impossible to say in advance of meeting the client which topics necessarily will be applicable to the client’s situation or require more extensive attention.”
- “JMC Wealth bills its clients by means of providing an invoice to its clients.”
How JMC Wealth’s fees compare
- Its flat or project fee of $500-$25,000 spans the Illinois median of $4,500. 86% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 32 of the 41 other planners in Chicago 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 JMC Wealth
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- 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
- 140984
- Phone
- (312) 275-1900
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
Is something on this page wrong or out of date?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.