L. J. Smith & Co LLC fees
Financial planner in Jacksonville, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 13, 2026, L. J. Smith & Co LLC (Jacksonville, TX) charges a flat or project fee of $2,500-$7,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change.
- Flat or project fee
- $2,500-
$7,500 Runs from below the Texas median of $4,500 to above it.
“The negotiated fixed rate for creating client financial plans is between $2,500 and $7,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How L. J. Smith & Co LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of LJS's fees within five business days of signing the Investment Advisory 4 Contract.”
- “Clients may terminate the agreement without penalty, for full refund of LJS’s fees, within five business days of signing the Financial Planning Agreement.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 13, 2026
- CRD number
- 341930 (opens in new tab)
- Phone
- (903) 391-0656
More planners in Texas that publish fees
- Texas Assured Financial Planning LLCHoustonHourly $250/hr, Flat $250-$5,000
- OvershareFriscoHourly $325/hr, Flat $2,500-$10,000
- McKeel Capital ManagementFlower MoundHourly $350/hr, Flat $1,200-$15,000
- Marienplatz Wealth Management LLCPlanoHourly $650/hr, Annual from $5,000/yr
- Chris Reddick Financial PlanningSan AntonioHourly $250/hr, Flat from $3,000
- Virescent Financial LLCHoustonHourly $175/hr, Flat $500-$3,000
Is something on this page wrong or out of date?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.