Firm
JQL Wealth, LLC
Pittsford, New York
Fee-only
JQL Wealth, LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 9 of them high net worth.
- Its average account is about $2.1 million (assets it manages divided by its 21 accounts).
- 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 | Pittsford, New York |
|---|---|
| Website | jqlwealth.com |
| [email protected] | |
| Phone | (768) 870-6928 |
JQL Wealth, LLC fees
JQL Wealth, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. 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 |
|---|---|
| Assets managed | $45 million |
| Individual clients | 12 |
| High-net-worth clients | 9 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-135814) |
| Financial planning | Offered |
| Form ADV filed | August 3, 2026 |
| SEC record | CRD 340496 |