JMS Capital Group Wealth Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis (typically ranging from $500 to $5,000) depending on the specific arrangement reached with the client.”

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

How JMS Capital Group Wealth Services, LLC bills

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

• “Most client fees are deducted directly from their accounts, although clients may opt to be billed directly.”
• “Client fees may be collected in arrears or in advance and may be invoiced directly to the client or deducted directly from plan assets.”

How JMS Capital Group Wealth Services, LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the Pennsylvania median of $3,650. 37% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Sewickley that publish a flat or project fee charge less.

About JMS Capital Group Wealth Services, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

415

Employees

4

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and other services

Assets managed

$174,006,823

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281325

Website

facebook.com/jmscapitalgroup (opens in new tab)

Phone

(412) 415-1177

Can advise clients in 3 states: Florida, Pennsylvania, Texas

Other planners in Sewickley that publish fees

• Bill Few Associates, Inc.Sewickley$200⁠-⁠$300/hr, $500⁠-⁠$5,000
• Fragasso Financial AdvisorsSewickley$50,000
• Reliance Financial AdvisorsSewickley$250/hr
• Sewickley Financial LLCSewickley$200/hr
• Thi, Inc.Sewickley$500⁠-⁠$1,000

Compare all 11 planners in Sewickley