The Jacobs Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$700⁠-⁠$2,500

“Written financial plan fees range from $700 to $2,500, depending on the complexity of your financial situation.”

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

How The Jacobs Financial Group bills

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

• “The negotiable hourly fee is up to $300/hour and is paid after the consultations.”
• “Hourly fees are billed at the end of the month they were incurred.”
• “For written financial plans, half the fee is payable in advance, the rest upon presentation of the plan.”

How The Jacobs Financial Group’s fees compare

• Its flat or project fee of $700-$2,500 is below the Texas median of $3,850. 17% of the 401 other Texas planners that publish a flat or project fee charge less.

About The Jacobs Financial Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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

2% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$2,913,615

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

139136

Phone

(281) 298-6545

Other planners in Montgomery that publish fees

• Bartee Capital Management, LLCMontgomery$500/hr, $3,000
• Freeman & Freeman Private Wealth Management LLCMontgomery$500⁠-⁠$1,000/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000

Compare all 4 planners in Montgomery