JMG Financial Group LTD fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$600/hr

“In limited instances, fees may be hourly, ranging from $100 to $600 per hour, depending on JMG Financial Group, Ltd. 2001 Butterfield Road, Suite 1400, Downers Grove, Illinois 60515 jmgfinancial.com | P 630.571.5252 | F 630.571.3821 Page | 9 scope and the professional(s) involved.”

Flat or project fee

$10,000⁠-⁠$50,000

“Fees are negotiable and generally range from $10,000 to $50,000 on a fixed-fee basis, depending on the scope and complexity of the services and the professional(s) providing them.”

Annual fee

$20,000/yr

“JMG’s annual combined investment advisory and financial advisory fee is negotiable and generally subject to a minimum annual fee of $20,000.”

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

How JMG Financial Group LTD bills

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

• “Because fees are negotiable, JMG may charge a lower fee based on criteria such as anticipated future earnings, anticipated additional assets, related accounts, account composition, and negotiations with the client.”
• “Generally, JMG deducts fees and/or bills clients quarterly in advance, based on the market value of assets on the last business day of the previous quarter (or, for fixed fees, a pro rata portion of the annual fixed fee).”
• “Fixed fees are negotiable and generally range from $10,000 to $50,000 on a fixed-fee basis, depending on the scope and complexity of the services and the professional(s) providing them.”

How JMG Financial Group LTD’s fees compare

• Its hourly rate of $100-$600 spans the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Downers Grove that publish an hourly rate charge less.
• Its flat or project fee of $10,000-$50,000 is above the Illinois median of $4,500. 97% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Downers Grove that publish a flat or project fee charge less.
• Its annual fee of $20,000 is above the Illinois median of $7,500. 88% of the 77 other Illinois planners that publish an annual fee charge less.

About JMG Financial Group LTD

• Firm size: 103 employees.
• Registered as an adviser: 1985 (41 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Insurance analysis
• 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

1% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

1,776

Employees

103

Works with

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

Services reported to regulators

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

Assets managed

$7,500,135,482

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110302

Website

linkedin.com/company/jmg-financial-group-ltd (opens in new tab)

Phone

(630) 571-5252

Can advise clients in 37 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Other planners in Downers Grove that publish fees

• Bentley Financial GroupDowners Grove$500⁠-⁠$20,000
• Capstone Financial Advisors IncDowners Grove$150⁠-⁠$400/hr, $1,000⁠-⁠$30,000
• Clement Street Capital LLCDowners Grove$300/hr
• Highpoint Planning PartnersDowners Grove$500⁠-⁠$20,000
• Opus Financial Solutions LLCDowners Grove$350/hr, $2,500/qtr

Compare all 10 planners in Downers Grove