JW Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$4,000

“Services are offered based on a negotiable fixed fee with a maximum fee of $4,000 based on complexity and unique client needs.”

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

How JW Financial Advisors, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund.”
• “The payments are received in two installments: one at the commencement of the planning process, balance of the final payment is due upon delivery of completed plan.”

How JW Financial Advisors, LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 6 other planners in Santa Rosa that publish an hourly rate charge less.
• Its flat or project fee of $4,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 7 other planners in Santa Rosa that publish a flat or project fee charge less.

About JW Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 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

2% a year

Clients

24

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,688,467

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

143275

Website

jwfinancial.com (opens in new tab)

Phone

(707) 538-9012

Other planners in Santa Rosa that publish fees

• A.e.i. Financial GroupSanta Rosa$275/hr, $1,500⁠-⁠$4,000
• Clifford Financial Planning, Inc.Santa Rosa$250/hr, $3,500
• JDH Wealth Management, LLCSanta Rosa$300/hr, $6,000
• Madson Wealth Advisors Inc.Santa Rosa$400/hr, $2,400⁠-⁠$5,000
• Polymita Wealth Management LLCSanta Rosa$2,500⁠-⁠$5,000, $250⁠-⁠$400/mo
• Swad Wealth Management LLCSanta Rosa$500/hr, $2,000⁠-⁠$20,000

Compare all 16 planners in Santa Rosa