Firm
Jessica Champion Investment Services
Chittenango, New York
Fee-only
Jessica Champion Investment Services at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee.
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Chittenango, New York |
|---|---|
| Website | jessicachampion.com |
| Phone | (315) 220-0884 |
Jessica Champion Investment Services 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.
| Asset-based fee | 1.3% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"My cost is a flat 1.3% per year on the assets I manage for you, billed monthly" source
"My cost is a flat 1.3% per year on the assets I manage for you, billed monthly" 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 |
|---|---|
| Employees | 1 |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 339413 |