Firm
JCN Financial & Tax Advisory Group
Baton Rouge, Louisiana
Fee-only
JCN Financial & Tax Advisory Group at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 7 employees and 263 individual clients, 39 of them high net worth.
- Its average account is about $186,000 (assets it manages divided by its 702 accounts).
Facts
| Based in | Baton Rouge, Louisiana |
|---|---|
| Website | johnsdream.com |
| Phone | (225) 755-0488 |
JCN Financial & Tax Advisory Group fees
JCN Financial & Tax Advisory Group 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 | $130 million |
| Individual clients | 224 |
| High-net-worth clients | 39 |
| Accounts managed | 702 |
| Employees | 7 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-134840) |
| Financial planning | Offered |
| Form ADV filed | June 9, 2026 |
| SEC record | CRD 174358 |