JRM Tax & Wealth Management, LLC fees and pricing
Financial planner in Aston, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, JRM Tax & Wealth Management, LLC charges $250 an hour, a flat or project fee of $1,250, and a monthly fee of $250-$750 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
- $250/hr
“Fees will be billed for work completed up to the date of termination. 8 Hourly Financial Planning Hourly Financial Planning engagements are offered at an hourly rate of $250 per hour, paid in arrears.”
- Flat or project fee
- $1,250
“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,250 and an ongoing fee that is paid monthly, in advance, at the rate of $250-$750 per month.”
- Monthly fee
- $250-$750/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JRM Tax & Wealth Management, LLC 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 check.”
- “Accounts initiated or terminated during a calendar month 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 30 calendar days in advance.”
How JRM Tax & Wealth Management, LLC’s fees compare
- Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $1,250 is below the Pennsylvania median of $3,650. 17% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About JRM Tax & Wealth Management, LLC
- Principal: Jason R. McWilliams
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
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
- 16
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $895,618
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318299
- Phone
- (856) 816-4036
Other planners in Aston that publish fees
- Elevation Wealth LLCAston$2,500-$12,000
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
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.