JRS Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“JRS Wealth offers standalone financial planning services at a rate of $250 per hour or as a fixed project fee.”

Flat or project fee

$300⁠-⁠$10,000

“Fixed fee engagements range from $300 to $10,000, based on the expected number of hours to complete the financial planning engagement scope at the Advisor’s hourly rate.”

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

How JRS Wealth Management LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter pursuant to the terms of the wealth management agreement[s].”
• “The wealth management fee in the first quarter is prorated from the inception date of the account[s] to the end of the quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How JRS Wealth Management LLC’s fees compare

• Its hourly rate of $250 is above the Utah median of $200. 53% of the 78 other Utah planners that publish an hourly rate charge less.
• 4 of the 5 other planners in South Jordan that publish an hourly rate charge less.
• Its flat or project fee of $300-$10,000 spans the Utah median of $2,050. 73% of the 63 other Utah planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in South Jordan that publish a flat or project fee charge less.

About JRS Wealth Management LLC

• Firm size: 5 employees.
• Credentials named in the brochure: ChFC®.
• Founded: 2019 (7 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

1.75% a year

Clients

338

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$135,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306294

Website

sfgclient.com (opens in new tab)

Phone

(801) 987-3973

Other planners in South Jordan that publish fees

• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Colwyn Investments LCSouth Jordan$150/hr, $1,000⁠-⁠$2,500
• Encore Retirement Planning, LLCSouth Jordan$275/hr, $3,125⁠-⁠$3,750/qtr
• LPG Capital ManagementSouth Jordan$150/hr
• Vitality Capital Management, LLCSouth Jordan$150⁠-⁠$250/hr, $1,000⁠-⁠$10,000

Compare all 10 planners in South Jordan