Juno Financial Group LLC fees and pricing
Financial planner in Richmond, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 12, 2026, Juno Financial Group LLC charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“The minimum fee for the first year of subscription based financial planning services is $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Juno Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Management and financial planning fees are negotiable; however, client facts, circumstances and needs are considered in determining a negotiated advisory and financial planning fee schedules.”
- “Juno bills advisory fees quarterly, in advance, based on the value of the assets in the account(s) on the last business day of the previous calendar quarter.”
- “If assets are deposited or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets may be prorated.”
How Juno Financial Group LLC’s fees compare
- Its flat or project fee of $2,500 is below the Virginia median of $4,250. 26% of the 168 other Virginia planners that publish a flat or project fee charge less.
- None of the 15 other planners in Richmond that publish a flat or project fee charge less.
About Juno Financial Group LLC
“Juno provides financial planning and investment advisory services to individuals, high net worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and foundations.”
- Firm size: 8 employees.
- Founded: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 305
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $541,908,916
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336362
- Phone
- (804) 500-6464
Can advise clients in 8 states: Florida, Maryland, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, West Virginia
Other planners in Richmond that publish fees
- Alexis AdvisorsRichmond$150-$350/hr
- Ark Financial Strategies LLCRichmond$2,000-$10,000
- Beale Healy Investment Advisors IncRichmond$100-$225/hr
- Bonwell Capital Management, LLCRichmond$250/hr, $250-$50,000
- Covenant Wealth AdvisorsRichmond$300/hr, $2,000-$30,000
- EvoadvisorsRichmond$10,000/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.