Jos Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$12,500

“Fixed fee rates range from $250 to $12,500.”

Monthly fee

$300⁠-⁠$784/mo

“Fees are paid either monthly or quarterly in advance, ranging from $300 to $784 monthly or $2,500 to $2,875 per quarter.”

Quarterly fee

$2,500⁠-⁠$2,875/qtr

From the same sentence as above.

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

How Jos Planning bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. 8 JOS collects an initial fee, no greater than $2,875.”

How Jos Planning’s fees compare

• Its flat or project fee of $250-$12,500 spans the Texas median of $3,850. 71% of the 401 other Texas planners that publish a flat or project fee charge less.
• 7 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.

About Jos Planning

• Principal: Jemimah Stratford
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331432

Website

instagram.com/jemimahstratford.fp (opens in new tab)

Phone

(817) 992-9869

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000

Compare all 34 planners in Fort Worth