Victor Jones CPA, PC fees and pricing
Financial planner in Seattle, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 27, 2026, Victor Jones CPA, PC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“VICTOR JONES CPA, P.C., hourly rate is $350.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Victor Jones CPA, PC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients of VICTOR JONES CPA, P.C. may pay their fee by check, money order or credit card made payable to VICTOR JONES CPA, P.C.”
- “However, we don’t maintain credit card information on file for recurring advisory charges.”
- “The fee percentage is based on a simple interest, paid quarterly, in arrears.”
How Victor Jones CPA, PC’s fees compare
- Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
- 20 of the 38 other planners in Seattle that publish an hourly rate charge less.
About Victor Jones CPA, PC
“Personal Financial Planning Services VICTOR JONES CPA, P.C. provide personal financial planning services to our clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Cash flow and budgeting
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
- 17
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $3,900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324604
- Phone
- (206) 743-1375
Can advise clients in 2 states: California, Washington
Other planners in Seattle that publish fees
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- Alta Via Financial PlanningSeattle$450/hr
- Arrivity Financial PlanningSeattle$400/hr
- BBJS Financial Advisors, LLCSeattle$132-$416/hr
- Breakwater Investment ManagementSeattle$350/hr, $2,500-$20,000
- Brighton Jones LLCSeattle$150-$300/hr, $5,000-$25,000
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.