PlannerFees

Joss Brown Wealth Advisors fees and pricing

Financial planner in Williamsburg, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 5, 2026, Joss Brown Wealth Advisors charges $350 an hour and a flat or project fee of $50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Our current hourly fees are $350 per hour and limited engagement projects start at $ $2,500 based on scope of the planning needed.”
Flat or project fee
$50,000
“JBWA’s financial planning and consulting fees are negotiable, but generally begin at a minimum of $5,000.00 to a maximum of $50,000.00 for a comprehensive financial plan, depending upon the level and scope of the services required, and the professionals rendering the services.”

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

How Joss Brown Wealth Advisors bills

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

  • “All fees are due and payable quarterly, in advance.”
  • “In the limited event that JBWA bills the client directly, payment is due upon receipt of JBWA’s invoice.”
  • “Upon termination for those clients who are billed quarterly in advance, JBWA shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How Joss Brown Wealth Advisors’ fees compare

  • Its hourly rate of $350 is above the Virginia median of $260. 72% of the 203 other Virginia planners that publish an hourly rate charge less.
  • 6 of the 9 other planners in Williamsburg that publish an hourly rate charge less.
  • Its flat or project fee of $50,000 is above the Virginia median of $4,250. 98% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • 8 of the 8 other planners in Williamsburg that publish a flat or project fee charge less.

About Joss Brown Wealth Advisors

“Joss Brown Wealth Advisors (“JBWA”) offers to its clients (individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, other business entities, etc.) financial planning, investment and non-investment related consulting, and investment management services on either a combined…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • 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
Clients
127
Employees
5
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and other
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$162,360,605
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
324719
Website
youtube.com/ @Joss_Brown_Wealth_Advisors (opens in new tab)
Phone
(757) 903-2127

Can advise clients in 4 states: Florida, North Carolina, Texas, Virginia

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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.