Kelly Jones Investment Services, Inc. fees and pricing
Financial planner in San Rafael, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Kelly Jones Investment Services, Inc. charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Financial plans are priced according to the degree of complexity associated with the client’s situation, with a flat fee of $500 being the minimum, nonnegotiable fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kelly Jones Investment Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In some instances, other fees may be negotiable based on the work involved and client circumstances.”
- “Billing Investment management fees are billed quarterly, in advance, meaning that we invoice you at the beginning of the three-month billing period.”
- “Payment in full is expected upon invoice presentation.”
How Kelly Jones Investment Services, Inc.’s fees compare
- Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 13 other planners in San Rafael that publish a flat or project fee charge less.
About Kelly Jones Investment Services, Inc.
“The company provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
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
- $500 minimum fee (stated in brochure)
- Clients
- 18
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $10,006,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143801
- Phone
- (415) 845-5740
Other planners in San Rafael that publish fees
- Attune Financial Planning, LLCSan Rafael$3,500-$7,500, $7,500/yr
- Brunger FinancialSan Rafael$25-$100/hr, $1,000-$10,000
- Clarity Wealth PartnersSan Rafael$500/hr, $3,500-$5,500
- Fiduciary Financial Group, LLCSan Rafael$7,200-$100,000
- HCM WealthSan Rafael$350/hr, $3,000-$5,000
- Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr
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.