Miotto, Jordan Philip fees and pricing
Financial planner in Anaheim, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Miotto, Jordan Philip charges a flat or project fee of $400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $400
“The Firm provides a specialized Financial Planning & Investment Consultation engagement for a flat fee of $400.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Miotto, Jordan Philip bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The flat fee is payable upon execution of the Investment Advisory Agreement.”
- “The Firm bills clients by providing a written invoice, including the amount due as well as the due date, at the time of contract signing.”
- “In such cases, a full refund of the $400 fee will be provided via the original method of payment within ten (10) business days.”
How Miotto, Jordan Philip’s fees compare
- Its flat or project fee of $400 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 2 other planners in Anaheim that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Miotto, Jordan Philip
“The Firm offers non-discretionary investment advisory and financial planning services through a specialized Financial Planning & Investment Consultation engagement.”
- Principal: Philip Miotto
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340649
- Phone
- (714) 400-4661
Other planners in Anaheim that publish fees
- Retirementadvice | JkaAnaheim$500/hr, $750-$5,000
- Stravida Wealth LLCAnaheim$500-$4,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.