JDH Wealth Management, LLC

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Client assets under management

$482,809,289

Clients

127

57% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$3,801,648

About

JDH Wealth Management provides investment management, financial planning, and participant-directed retirement plan services for individuals, trusts, qualified retirement plans and small businesses. The firm reports managing approximately $494.9 million on a discretionary basis and also advises on additional self-directed retirement account assets.

The firm follows a consultative process to develop written investment policy statements, monitor portfolios, and hold regular review meetings, favoring long-term, passive asset-class strategies implemented primarily with mutual funds and Dimensional Fund Advisors (DFA) products. JDH manages discretionary accounts, may retain third‑party independent managers (including Focus Partners Advisor Solutions) for sub‑advisory or fixed‑income mandates, and uses tools such as Monte Carlo simulation when deriving asset allocations.

Notable for a small advisory team, JDH manages a relatively large asset base per advisor and also operates as a licensed insurance agency, offering insurance products through its representatives. The firm maintains contractual relationships with Focus Partners entities for back‑office services, trade processing and succession planning, and may use interval funds and separately managed fixed‑income portfolios when appropriate.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Income planning College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Long-term care insurance

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fixed fee of $6,000

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,000+: 0.20%

Project-based

$300 per hour

Other

Account minimum: $1,000,000 Minimum fee: $12,500 annual minimum for investment management; $4,000 annual minimum for retirement plans Fee-only: Investment management fees charged on AUM; no commissions charged.

Main office location

JDH Wealth Management, LLC

181 Concourse Boulevard, Suite A

Santa Rosa CA 95403, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website (707) 542-1110

Advisors at this firm

Benjamin T

Series 65

Santa Rosa, CA

JDH Wealth Management, LLC

Benjamin Turner is a financial advisor at JDH Wealth Management, LLC in Santa Rosa, CA, holding a Series 65 designation with two years of industry experience. Prior to joining JDH Wealth Management in 2023, he held roles at Tatco, William Jessup University, Trofholz Technologies, and other organizations. JDH Wealth Management provides investment management, financial planning, and employee benefit retirement plan services to individuals, trusts, qualified retirement plans, and small businesses. The firm manages portfolios on a discretionary basis using a long-term asset allocation approach grounded in Modern Portfolio Theory and employs diversified portfolios primarily through passively managed mutual funds and ETFs.

Income planning College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Long-term care insurance Founder/Business Owner Retired

Matthew D

Series 63, Series 65

Santa Rosa, CA

JDH Wealth Management, LLC

Matthew Delaney is a financial advisor at JDH Wealth Management, LLC in Santa Rosa, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with JDH Wealth Management since 2005. JDH Wealth Management provides investment management, financial planning, and employee benefit retirement plan services to individuals, trusts, qualified retirement plans, and small businesses. The firm serves both high-net-worth and non-high-net-worth clients, employing a consultative, long-term asset allocation approach grounded in Modern Portfolio Theory and using diversified portfolios primarily through passively managed mutual funds and ETFs.

Income planning College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Long-term care insurance Founder/Business Owner Retired

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