Jones & Co Wealth Management, Inc fees and pricing
Financial planner in Murphy, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Jones & Co Wealth Management, Inc charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Hourly - $150/hour Fees are billed as incurred.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jones & Co Wealth Management, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Item 5 Fees and Compensation Clients are billed on an hourly basis.”
How Jones & Co Wealth Management, Inc’s fees compare
- Its hourly rate of $150 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Jones & Co Wealth Management, Inc
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 5
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $5,422,828
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135868
- Phone
- (864) 335-8474
Can advise clients in 1 state: South Carolina
Other planners in North Carolina that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- A4 Wealth Advisors LLCHuntersville$350/hr, $500-$5,000
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
- Absher Wealth Management, LLCChapel Hill$20,000
Is something on this page wrong or out of date?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.