Firm
JPC Wealth Management
Petaluma, California
Fee-only
Facts
| Based in | Petaluma, California |
|---|---|
| Website | curranandlewis.com |
| Phone | (650) 463-0200 |
JPC Wealth Management 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.
| Ongoing planning | From $7,500 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Ongoing planning fee |
In the firm's words
"we do charge a flat annual fee of $7,500 or a percentage of assets under management (AUM), whichever is higher" source
"First $2M in AUM 1%" source
"Our typical client has $2 million or more in tax-deferred accounts like IRAs and 401(k)s" source
"a flat annual fee of $7,500" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $313 million |
| Individual clients | 69 |
| Financial planning | Offered |
| Form ADV filed | June 25, 2026 |
| SEC record | CRD 120267 |