JCB Financial, Inc.
Collegeville, Pennsylvania
JCB Financial, Inc. at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 67 individual clients, 34 of them high net worth.
- Its average account is about $397,000 (assets it manages divided by its 183 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Collegeville, Pennsylvania |
|---|---|
| Website | jcbfinancial.com |
| [email protected] | |
| Phone | (610) 454-0727 |
Questions about JCB Financial, Inc.
How is JCB Financial, Inc. paid?
JCB Financial, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does JCB Financial, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at JCB Financial, Inc..
What is the average account at JCB Financial, Inc.?
JCB Financial, Inc.'s average account is about $397,000. That's the assets on its Form ADV divided by its 183 accounts.
JCB Financial, Inc. fees
JCB Financial, Inc. 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 | $73 million |
| Individual clients | 33 |
| High-net-worth clients | 34 |
| Accounts managed | 183 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2025 |
| SEC record | CRD 140902 |