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 in | Henderson, 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $33 million |
| Individual clients | 147 |
| High-net-worth clients | 9 |
| Accounts managed | 147 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 5, 2026 |
| SEC record | CRD 169967 |