SJL Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly financial planning engagements are offered at an hourly rate of $250 per hour.”

Flat or project fee

$2,500⁠-⁠$3,500

“The fixed fee can range between $2,500 and $3,500, depending on complexity and the needs of the client.”

Quarterly fee

$500/qtr

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $2,500 for single clients or $3,500 for couples/partners and an ongoing fee that is paid quarterly, in arrears, at the rate of $500 per quarter.”

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

How SJL Financial LLC bills

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

• “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due at completion of work, however, SJLF will not bill an amount above $500.00 more than 6 months in advance.”
• “Fees for this service may be paid by electronic funds transfer or check.”
• “The fee may be negotiable in certain cases.”

How SJL Financial LLC’s fees compare

• Its hourly rate of $250 is below the Delaware median of $300. 28% of the 18 other Delaware planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Wilmington that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$3,500 is below the Delaware median of $3,575. 36% of the 11 other Delaware planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Wilmington 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 SJL Financial LLC

• Principal: Samuel Lewis
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

4

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315477

Website

instagram.com/wecanplanforthat (opens in new tab)

Phone

(302) 827-7526

Other planners in Wilmington that publish fees

• Affinity Wealth Management LLCWilmington$350/hr, $250⁠-⁠$15,000
• Age Wisely FinancialWilmington$360/hr, $3,000⁠-⁠$12,000
• Ajp Financial Services, LLCWilmington$10,000⁠-⁠$50,000/yr
• Benchmark Financial, LLCWilmington$500/hr, $1,500
• Creative Financial Concepts, Inc.Wilmington$150/hr, $300
• Delaware Advisory Group, Inc.Wilmington$350/hr

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