Retirementadvice | Jka fees and pricing
Financial planner in Anaheim, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Retirementadvice | Jka charges $500 an hour and a flat or project fee of $750-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our hourly fees are $500 for financial advisors and $75 for administrative time.”
- Flat or project fee
- $750-$5,000
“Flat fees generally range from $750 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirementadvice | Jka bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the account value on the final business day of the billing period.”
- “Fees are negotiable and will be deducted from client account(s).”
- “In rare cases, our firm will agree to directly invoice.”
How Retirementadvice | Jka’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $750-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Anaheim that publish a flat or project fee charge less.
About Retirementadvice | Jka
“RetirementAdvice | JKA is dedicated to providing individuals and other types of clients with a wide array of investment advisory services.”
- Principal: Jack Keeter
- Firm size: 4 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 1.99% a year
- Clients
- 250
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $267,334,728
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153803
- Phone
- (714) 779-9200
Can advise clients in 6 states: Arizona, California, Colorado, Florida, Oregon, Texas
Other planners in Anaheim that publish fees
- Miotto, Jordan PhilipAnaheim$400
- 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.