Firm
JM Tax & Financial
Tega Cay, South Carolina
Fee-only
JM Tax & Financial at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 36 individual clients, 2 of them high net worth.
- Its average account is about $93,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Tega Cay, South Carolina |
|---|---|
| Phone | (803) 984-5667 |
JM Tax & Financial fees
JM Tax & Financial 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 | $4 million |
| Individual clients | 34 |
| High-net-worth clients | 2 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 304591 |