J I Medina Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides investment advice and planning to individuals, small businesses, and non-profit organizations, offering comprehensive and modular financial planning, retirement and business planning emphasis, asset management, and hourly financial consulting. Services include assistance developing and implementing plans, ongoing monitoring, and support to open and maintain custodial investment accounts.
The firm’s investment process combines fundamental and technical analysis and can include mutual funds, ETFs, stocks, bonds, and options, with portfolios managed on either a discretionary or non‑discretionary basis. Advisors collect detailed client financial information, set asset‑allocation targets, and conduct quarterly or annual reviews while custody of assets is maintained at independent custodians.
Distinctive features in the brochure include the firm’s disclosure that it currently has no assets under management and no advisory accounts as of the most recent filing despite describing an asset‑management program and an annual percentage fee schedule. The filing also notes that the firm’s managing principal maintains other business activities in the insurance industry and a separate local service business, and discloses a personal Chapter 7 bankruptcy that was discharged in 2019.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Income planning
Occupation focus
Founder/Business Owner
Self-Employed
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001+: 0.50% annually
$250 per hour for Comprehensive Financial Planning; $149 per hour for Financial Consulting
Main office location
J I Medina Investments, LLC
Frisco TX, United States
Number of offices
1
Most active in
J I Medina Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")