JPL Wealth Management fees and pricing

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.

Hourly rate

$400/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $400.00 per hour.”

Flat or project fee

$3,000⁠-⁠$10,000

“Financial Planning (One Time) A One-Time Comprehensive Financial Plan costs $3,000-$10,000, depending on the complexity of the client’s financial and tax situation.”

Annual fee

$1,200⁠-⁠$15,000/yr

“Annual Fee – Ranges from $1,200 - $15,000.”

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

How JPL Wealth Management bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by electronic funds transfer or check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How JPL Wealth Management’s fees compare

• Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Dripping Springs that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$10,000 spans the Texas median of $3,850. 71% of the 401 other Texas planners that publish a flat or project fee charge less.
• Its annual fee of $1,200-$15,000 spans the Texas median of $6,000. 69% of the 106 other Texas planners that publish an annual fee charge less.

About JPL Wealth Management

• Principal: Lily Ho
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

1.25% a year

Clients

3

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$720,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324503

Website

jplwealth.com (opens in new tab)

Phone

(626) 589-6197

Can advise clients in 2 states: California, Texas

Other planners in Dripping Springs that publish fees

• Curran Financial Partners, LLCDripping Springs$250/hr, $3,000
• Optas, LLCDripping Springs$500/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000

Compare all 3 planners in Dripping Springs