Jme Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$20,000

“Broad-based planning engagements are assessed a fixed (project-based) fee that ranges from $1,000 to $20,000.”

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

How Jme Wealth Management bills

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

• “Our published fees are negotiable, and we may waive or discount our fees for our associates and their family members.”
• “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
• “Fees are made payable to the firm, not to an associate of the firm.”

How Jme Wealth Management’s fees compare

• Its flat or project fee of $1,000-$20,000 spans the North Carolina median of $4,800. 82% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 14 of the 20 other planners in Raleigh that publish a flat or project fee charge less.

About Jme Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

34

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$48,264,866

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319491

Website

JMEwealthmanagement.com (opens in new tab)

Phone

(703) 776-9991

Can advise clients in 3 states: Louisiana, North Carolina, Virginia

Other planners in Raleigh that publish fees

• Advisorstrust Partners LLCRaleigh$500/hr, $2,000⁠-⁠$20,000
• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Beacon Wealthcare LLCRaleigh$15,000
• Cameron Advisors, LLCRaleigh$200/hr
• Cima FinancialRaleigh$350/hr, $2,200⁠-⁠$30,000

Compare all 55 planners in Raleigh