Firm
JBY Financial Planning
Sun Prairie, Wisconsin
Fee-only
JBY Financial Planning at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 19 individual clients.
- Its average account is about $35,000 (assets it manages divided by its 21 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Wisconsin median of $3,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Sun Prairie, Wisconsin |
|---|---|
| Website | jbyfinancialplanning.com |
| [email protected] | |
| Phone | (715) 965-0058 |
JBY Financial Planning 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 $1,800 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Our financial planning services are $150 per month, due at the end of each month." source
"Our financial planning services are $150 per month, due at the end of each month." source
"The fee is based on a percentage of assets under management, paid quarterly." source
"Our financial planning services are $150 per month, due at the end of each month." 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 · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 19 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 329299 |