SJL Financial

SJL Financial at a glance

• One of 32 fee-only firms based in Delaware in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 4 individual clients.

Fee-only advisors in Delaware

Facts

SJL Financial fees

SJL Financial 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)

• Samuel Lewis

  CFP · ChFC