PlannerFees

Jones Financial Consulting, LLC fees and pricing

Financial planner in Eau Claire, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 24, 2026, Jones Financial Consulting, LLC charges $200 an hour, a flat or project fee of $1,000⁠-⁠$2,000, and an annual fee of $1,000⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Fee (nonnegotiable) $200 per hour Payable at the completion of the project unless otherwise negotiated These fees are strictly for planning services.”
Flat or project fee
$1,000⁠-⁠$2,000
“Type Standard Fee Payable Initial Fixed Fee (negotiable) $1,000 to $2,000 (based on complexity) This first time, 6-month engagement fee is payable one-half (1/2) upon execution of the advisory agreement; balance due at the time of presentation of the plan, unless otherwise negotiated with you. 9 Annual Retainer Fee…”
Annual fee
$1,000⁠-⁠$5,000/yr

From the same sentence as above.

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

How Jones Financial Consulting, LLC bills

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

  • “Fixed fees are negotiable and will depend on several factors including time spent with us, number of meetings, complexity of your situation, amount of research, services requested, and staff resources.”
  • “Thereafter, if you choose to engage Jones Financial for ongoing financial planning, you will pay an annual retainer fee in advance on a quarterly basis.”
  • “For clients using our asset management services, retainer fees will be debited from portfolio management accounts, upon your authorization, or paid upon receipt of an invoice.”

How Jones Financial Consulting, LLC’s fees compare

  • Its hourly rate of $200 is below the Wisconsin median of $300. 11% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • 2 of the 3 other planners in Eau Claire that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$2,000 is below the Wisconsin median of $3,000. 18% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
  • Its annual fee of $1,000-$5,000 is below the Wisconsin median of $5,000. 32% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Jones Financial Consulting, LLC

“Although our primary service is comprehensive financial planning, we also offer limited scope financial planning services. Additionally, we offer asset management services to our financial planning clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CPA.
  • Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning

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
0.35% a year
Minimum
$100,000 in assets (stated in brochure)
Clients
9
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$5,862,403
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
146800
Website
business.eauclairechamber.org/investor-directory/Search/finance-537030 (opens in new tab)
Phone
(715) 577-2778

Other planners in Eau Claire that publish fees

Compare all 6 planners in Eau Claire

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.