Jurick Financial Services fees and pricing

Published fees

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

Flat or project fee

$1,500

“The fixed fee for a financial plan is $1,500.”

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

How Jurick Financial Services bills

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

• “The annual fees are negotiable, pro-rated and paid in arrears on a monthly basis.”
• “The investment management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due upon completion of work, however, JFS will not bill an amount above $500.00 more than 6 months in advance.”

How Jurick Financial Services’ fees compare

• Its flat or project fee of $1,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in Parkland that publish a flat or project fee charge less.

About Jurick Financial Services

• Principal: Darren Jurick
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

2% a year

Clients

258

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$52,090,786

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324787

Website

jurickfinancialservices.com (opens in new tab)

Phone

(954) 557-4859

Other planners in Parkland that publish fees

• Clark Financial Planning Services LLCParkland$200⁠-⁠$300/hr, $3,000⁠-⁠$40,000/yr
• First Retirement Services LLCParkland$1,500
• Gateway Capital ManagementParkland$500⁠-⁠$10,000
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 5 planners in Parkland