JMcMahan LLC fees
Financial planner in College Station, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 24, 2026, JMcMahan LLC (College Station, TX) charges $75 an hour and an annual fee of up to $15,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change.
- Hourly rate
- $75/hr
Below the Texas median of $250; none of the 266 other planners in Texas that publish an hourly rate charge less, and 1 charges the same.
“Financial Consulting Services are offered based on an hourly fee of $75 per hour.”
- Annual fee
- Up to $15,000/yr
Can go up to $15,000; the Texas median is $7,750.
“The fixed annual fee will be up to $15,000 and is paid monthly in advance.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How JMcMahan LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Refunds are provided on a prorated basis, based on the number of days services were provided.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, a percentage of assets under management, and performance based fees
- Clients
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $74,993
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 24, 2026
- CRD number
- 335477 (opens in new tab)
- Phone
- (254) 405-1404
More planners in Texas that publish fees
- Homan Financial Services LLCArlingtonFlat $750-$2,500, Monthly up to $1,000/mo
- Virtue Wealth ManagementPflugervilleHourly $150-$300/hr, Flat $3,000-$5,000
- Oh Cap Asset ManagementFriscoFlat $1,000-$3,000
- Rexford CapitalBellaireHourly $300-$500/hr
- Precedent Wealth Partners, LLCHoustonHourly up to $500/hr, Flat $1,500-$10,000
- Flying Forward Wealth ManagementBoerneMonthly $1,800/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.