Firm
Jackson & Associates
Albuquerque, New Mexico
Fee-only
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | jacksonrfw.com |
| [email protected] | |
| Phone | (505) 944-8404 |
Jackson & Associates fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.26% to 1.4% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Investment Management Advisory fees (annual) range from 0.26% to 1.40%, varying with platform and investment structure." source
"Investment Management Advisory fees (annual) range from 0.26% to 1.40%, varying with platform and investment structure." source
"Investment Management Advisory fees (annual) range from 0.26% to 1.40%, varying with platform and investment structure." source
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 | $101 million |
| Individual clients | 35 |
| Financial planning | Offered |
| Form ADV filed | April 23, 2026 |
| SEC record | CRD 315102 |