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Wellspent public graph/Firms/J Sohn, LLC.
Firm

J Sohn, LLC.

Henderson, Nevada

Fee-only

J Sohn, LLC. at a glance

  • One of 56 fee-only firms based in Nevada in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 2 employees and 156 individual clients, 9 of them high net worth.
  • Its average account is about $226,000 (assets it manages divided by its 147 accounts).

Fee-only advisors in Nevada · What fee-only advisors charge in Nevada

Facts

Based inHenderson, Nevada
Phone(702) 202-2600

J Sohn, LLC. fees

J Sohn, LLC. 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$33 million
Individual clients147
High-net-worth clients9
Accounts managed147
Employees2
Planning clients1-10
Financial planningOffered
Form ADV filedOctober 5, 2026
SEC recordCRD 169967

Advisors at this firm (1)

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Fee-only advisors in Nevada