Firm
J Moss and CO
Roswell, Georgia
Fee-only
J Moss and CO at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 1 individual clients.
- Its average account is about $1.8 million (assets it manages divided by its 1 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Roswell, Georgia |
|---|---|
| Phone | (404) 725-7902 |
J Moss and CO fees
J Moss and CO doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 1 |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 3, 2024 |
| SEC record | CRD 328259 |