JSF Financial, LLC fees and pricing

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

$1,295/hr

“Jeffrey Fishman $1,295/hour Mr.”

Annual fee

$500⁠-⁠$75,000/yr

“Our financial planning fees are generally calculated and charged on a fixed fee basis, typically ranging from $500 to $75,000 annually, depending on the specific arrangement reached with the client.”

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

How JSF Financial, LLC bills

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

• “The advisory fee for the first billing period after a client engages JSF is generally based on the initial deposit into the client’s account, including cash, cash equivalents, and accrued interest and will be prorated to the end of the calendar quarter.”
• “Thereafter, the advisory fee will be payable quarterly in advance at the beginning of the quarter and is based on the market value of the account at the end of the quarter, including cash and cash equivalents, as well as accrued interest and dividends.”
• “Fees on deposits of cash or securities into any account made during any calendar quarter (including during the initial billing quarter) that are equal to or greater than $50,000 will be prorated from the date of deposit to the end of the calendar quarter.”

How JSF Financial, LLC’s fees compare

• Its hourly rate of $1,295 is above the California median of $300. 100% of the 932 other California planners that publish an hourly rate charge less.
• 35 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its annual fee of $500-$75,000 spans the California median of $6,250. 95% of the 224 other California planners that publish an annual fee charge less.
• 5 of the 5 other planners in Los Angeles that publish an annual fee charge less.

About JSF Financial, LLC

• Firm size: 27 employees.
• Registered as an adviser: 2010 (16 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% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

791

Employees

27

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$1,972,324,463

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

114025

Website

jsffinancial.com (opens in new tab)

Phone

(323) 866-0833

Can advise clients in 12 states: Arizona, California, Florida, Illinois, Louisiana, New Jersey, Nevada, New York, Oregon, Pennsylvania, Texas, Washington

Other planners in Los Angeles that publish fees

• Ades Investment Counsel, Inc.Los Angeles$300/hr, $300⁠-⁠$5,000
• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Blacklines FinancialLos Angeles$5,000/yr
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500

Compare all 73 planners in Los Angeles