JS Wealth Investment Group

JS Wealth Investment Group at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 6 individual clients.
• Its average account is about $580,000 (assets it manages divided by its 13 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

JS Wealth Investment Group fees

JS Wealth Investment 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

Advisors at this firm (1)

• John Shryack

Other fee-only firms in Dallas

• Keener Financial Planning
• Lee Financial Corporation
• Lorintine Capital
• Mcelhenny Sheffield Capital Management
• Meraki Advisors
• Miller Global Investments
• Motif Planning
• Noble Advisors

Fee-only advisors in Texas