Jro Wealth Management LLC fees and pricing
Financial planner in Cardiff, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 11, 2026, Jro Wealth Management LLC charges $250 an hour and a flat or project fee of $2,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $2,000-$20,000
“Fixed fee rates range from $2,000 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jro Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid quarterly in arrears, ranging from $1,875 to $7,500.”
How Jro Wealth Management LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$20,000 spans the California median of $5,000. 83% of the 796 other California planners that publish a flat or project fee charge less.
About Jro Wealth Management LLC
“We offer investment management services, financial planning services (ongoing or one-time), tax preparation services, and educational seminars.”
- Principal: Jack O'Donnell
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- Minimum
- $7,500 minimum fee (stated in brochure)
- Clients
- 8
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $7,659,168
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330208
- Phone
- (858) 224-3849
Other planners in Cardiff that publish fees
- Life Strategies, Inc.Cardiff$500-$3,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/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.