JMB Financial Managers provides personalized financial planning and consulting services to individuals, families, and business entities. Operating since 1993 in Santa Ana, California, the firm creates comprehensive written reports covering personal records, insurance coverage, employee benefits, investment allocations, income tax strategies, college education funding, retirement goals, estate planning, and business succession. JMB Financial Managers does not manage investment portfolios directly or hold client funds, but rather helps clients develop strategies and recommendations that can be implemented independently or through affiliated broker-dealers and insurance providers.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
- Comprehensive financial plan or project consulting — Fixed fees typically range from $1,000 to $10,000, depending on the complexity of your situation and the range of services provided.
- Hourly consulting — Typically ranges from $250 to $500 per hour for specific financial or investment concerns.
One-Time Plan:$1,000 - $10,000
Hourly Rate:$250 - $500/hr
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