JP Wealth Management, Inc. fees and pricing
Financial planner in Mt. Pleasant, South Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, JP Wealth Management, Inc. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Alternatively, JPWM can be engaged to provide a less comprehensive investment policy statement on an hourly basis at a rate of $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JP Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, JPWM requires one-half of the financial planning and/or consulting fee (estimated hourly) payable upon entering the written agreement.”
- “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “If assets are deposited into or withdrawn from an account after the inception of a month, the fee payable with respect to such assets will not be adjusted or prorated based on the number of days remaining in the month.”
How JP Wealth Management, Inc.’s fees compare
- Its hourly rate of $200 is below the South Carolina median of $250. 23% of the 69 other South Carolina planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Mt. Pleasant that publish an hourly rate charge less.
About JP Wealth Management, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2004 (22 years).
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
- 71
- Employees
- 2
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $274,006,047
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129475
- Website
- jpwm.com (opens in new tab)
- Phone
- (866) 562-6969
Can advise clients in 4 states: New Hampshire, New Jersey, New York, South Carolina
Other planners in Mt. Pleasant that publish fees
- Ascension Wealth Advisors, LLCMt. Pleasant$165/hr, $2,500
- Headland CapitalMt. Pleasant$1,500-$40,000
- Sweetgrass Financial Planning, LLCMt. Pleasant$250-$500/hr, $1,000-$4,000
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
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.