JPC Wealth Management, Inc. fees
Financial planner in Petaluma, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 25, 2026, JPC Wealth Management, Inc. (Petaluma, CA) charges $500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change.
- Hourly rate
- $500/hr
Above the California median of $300; 88% of the 524 other planners in California that publish an hourly rate charge less. The one other planner in Petaluma charges less.
“Financial planning services are generally provided for an hourly fee of $500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 3 employees
- Registered since
- 2002 (24 years)
How JPC Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You will receive an invoice upon completion of the financial plan that is payable upon receipt.”
- “You may pay for financial planning services by check or cash.”
- “Upon cancellation, we will present you with an invoice for time spent.”
About JPC Wealth Management, Inc.
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 155
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $313 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 25, 2026
- CRD number
- 120267 (opens in new tab)
- Phone
- (650) 463-0200
Registered or notice filed in 2 states: California, Texas
Other planners in Petaluma that publish fees
- Developing FinancialPetalumaFlat $500-$1,000, Monthly $167/mo
- Dobson Asset ManagementPetalumaHourly up to $300/hr
- Kruse Financial StrategyPetalumaHourly $300/hr, Flat $3,500-$10,000
- FPC Investment Advisory, Inc.PetalumaHourly from $400/hr
- Breen Wealth Management, LLCPetalumaHourly up to $400/hr
- Riverwest Financial LLCPetalumaHourly up to $250/hr
Is something on this page wrong or out of date?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.