Firm
JI Financial Services
Baytown, Texas
Fee-only
JI Financial Services at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its average account is about $100,000 (assets it manages divided by its 12 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Baytown, Texas |
|---|---|
| Phone | (713) 670-9888 |
JI Financial Services fees
JI Financial Services 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 · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 12 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 332454 |
Advisors at this firm (1)
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