Firm
JBA Financial Advisors
Timonium, Maryland
Fee-only
JBA Financial Advisors at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 19 individual clients, 7 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 20 accounts).
- Its hourly rate of $150 is below the Maryland median of $300.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Timonium, Maryland |
|---|---|
| Website | jbafinancialadvisors.com |
| Phone | (410) 584-1491 |
JBA Financial Advisors 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.
| One-time plan | From $500 |
|---|---|
| Hourly | $150 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Our hourly rate for an Individual Financial Consultation is $150." source
"Depending on the complexity, our financial plans range in cost from $500 to $3,500" source
"First $1,000,000 | 1.00%" source
"Our hourly rate for an Individual Financial Consultation is $150." 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 | $31 million |
| Individual clients | 12 |
| High-net-worth clients | 7 |
| Accounts managed | 20 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 132149 |