The JM Financial Planning Group, LTD. fees and pricing

Financial planner in Mundelein, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 31, 2013, The JM Financial Planning Group, LTD. charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 31, 2013. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Hourly rates are $200 per hour for meeting and preparation time.”

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

“The fee is negotiable based on the number of positions in the portfolio, the degree of complexity and the level of trading required.”
“Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
“Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.

Principal: Eugene Malinowski
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Founded: 2007 (19 years).

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: 2.5% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 167347
Phone: (847) 393-7675

Is something on this page wrong or out of date?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.