Firm
JRM Investment Counsel
Omaha, Nebraska
Fee-only
JRM Investment Counsel at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 75 individual clients, 54 of them high net worth.
- Its average account is about $3.0 million (assets it manages divided by its 219 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | jrminvestmentcounsel.com |
| [email protected] | |
| Phone | (402) 884-3737 |
JRM Investment Counsel 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.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"starting at just 0.75% of assets under management" source
"Our advisory fee is competitively low, starting at just 0.75% of assets under management." 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 |
|---|---|
| Assets managed | $649 million |
| Individual clients | 21 |
| High-net-worth clients | 54 |
| Accounts managed | 219 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-65892) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 138004 |