Joy Equity Management LLC fees and pricing

Financial planner in Boulder, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Joy Equity Management LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Should you terminate our agreement within five days of signing our agreement, you will receive a refund of any pre-paid advisory fees without penalty or fee.”
“After that time, you will receive a pro-rata refund of any pre-paid planning fees based upon the time spent, or an invoice for any outstanding fees.”
“Information about Annual Investment Management Fees The annual investment management fee is prorated and charged monthly, in advance, based upon the market value of the assets being managed by JEM on the last trading day of the previous billing period.”

Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
8 of the 13 other planners in Boulder that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 12
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: $9,200,600
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 335009
Website: joyequitymgmt.com (opens in new tab)
Phone: (720) 986-2569

Is something on this page wrong or out of date?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.