JRM Capital Management Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$450/hr

“JRM’s hourly fees are negotiable, but generally range from $200 to $450 on an hourly basis, depending upon the level and scope of the services required.”

Flat or project fee

$850⁠-⁠$4,550

“JRM’s fixed fee range is from $850 to $4,550 on an annual basis, depending upon the level and scope of the services required.”

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

How JRM Capital Management Inc. bills

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

• “The first bill (“inception bill”) shall be calculated and prorated according to the date (“inception date”) of execution of the CAA and shall be payable at the end of the calendar quarter in which the initial meeting between the client and JRM takes place.”
• “The first bill (“inception bill”) shall be calculated and prorated according to the date (“inception date”) of execution of the CAA and shall be payable at the end of the calendar month in which the initial meeting between the client and JRM takes place.”
• “This fee portion shall be referred to as the “inception fee.” At the same time the inception fee is calculated, JRM shall also calculate, in advance, the next month’s fee.”

How JRM Capital Management Inc.’s fees compare

• Its hourly rate of $200-$450 spans the Maryland median of $300. 53% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $850-$4,550 spans the Maryland median of $4,335. 33% of the 133 other Maryland planners that publish a flat or project fee charge less.

About JRM Capital Management Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2.25% a year

Clients

34

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, newsletters and publications, security ratings or pricing, and educational seminars and workshops

Assets managed

$2,509,673

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

142039

Website

jrmcapitalmgmt.com (opens in new tab)

Phone

(301) 352-7395

Other planners in Maryland that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland