The Jones Stewardship Group, LLC fees and pricing
Financial planner in Elk Grove, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 13, 2026, The Jones Stewardship Group, LLC charges a flat or project fee of $200-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$2,000
“Written financial planning fees range from $200 to $2,000, 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 Jones Stewardship Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The negotiable hourly fee is up to $150/hour and is paid after the consultations.”
- “The fee is paid quarterly, and will be billed on the last of each quarter.”
- “Hourly fees are billed on the last day of the same month in which they are incurred.”
How The Jones Stewardship Group, LLC’s fees compare
- Its flat or project fee of $200-$2,000 is below the California median of $5,000. 10% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 2 other planners in Elk Grove that publish a flat or project fee charge less.
About The Jones Stewardship Group, LLC
“Description of advisory services we offer JSG has always been a small firm specializing in financial planning and managing client portfolios.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $2,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150314
- Phone
- (510) 764-2759
Other planners in Elk Grove that publish fees
- Mature Money Management, IncElk Grove$200/hr, $2,500
- Strategic Retirement Advisors, LLCElk Grove$190/hr
- Win Private WealthElk Grove$750/hr, $500-$2,500
- 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
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.