Firm
Jade & Cowry
Arlington, Virginia
Fee-only
Jade & Cowry at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 50 individual clients, 25 of them high net worth.
- Its average account is about $462,000 (assets it manages divided by its 141 accounts).
- Its ongoing planning fee starts at $6,300 a year, above the Virginia median of $4,992.
- Its hourly rate of $500 is above the Virginia median of $325.
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Arlington, Virginia |
|---|---|
| Website | jadeandcowrywealth.com |
| [email protected] | |
| Phone | (703) 531-8758 |
Jade & Cowry fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,300 a year |
|---|---|
| Hourly | $500 an hour |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · Hourly |
In the firm's words
"$ 6,300 /year (billed monthly at $525)" source
"we offer hourly consultations for $500 per hour" source
"No account minimums or assets under management fees." source
"Our annual fees cover ongoing comprehensive financial planning services and investment management." 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 | $65 million |
| Individual clients | 25 |
| High-net-worth clients | 25 |
| Accounts managed | 141 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 154129 |