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Wellspent public graph/Firms/Jondaknows Financial Group
Firm

Jondaknows Financial Group

Huntinton, West Virginia

Fee-only

Jondaknows Financial Group at a glance

  • One of 12 fee-only firms based in West Virginia in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 1 employee and 16 individual clients, 1 of them high net worth.
  • Its average account is about $81,000 (assets it manages divided by its 16 accounts).

Fee-only advisors in West Virginia

Facts

Based inHuntinton, West Virginia
Websitejondaknows.com
Email[email protected]
Phone(304) 840-0708

Jondaknows Financial Group fees

Jondaknows Financial 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 byPercentage of assets · Hourly
Assets managed$1 million
Individual clients15
High-net-worth clients1
Accounts managed16
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedJanuary 16, 2026
SEC recordCRD 325480

Advisors at this firm (1)