JDG Wealth Management Group offers financial planning and consulting services to individuals and businesses. These services are tailored to their financial and tax status, risk profile, and investment goals. The firm also provides advice on business, retirement, estate, budgetary, college, personal, and tax matters. Planning and consulting are offered on an ongoing basis, and consulting is also available in a seminar format.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning and consulting services are billed at $350 per hour for a senior planner and $175 per hour for a planner.
- Clients can focus on a specific financial planning topic (module) for $50 per month, billed in advance or arrears.
Hourly Rate:$175 - $350/hr
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