JRM Tax & Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JRM Tax & Wealth Management provides investment management and a range of financial planning services to individual and high-net-worth clients, including hourly, project-based, and ongoing comprehensive planning engagements. The firm reports roughly $895,600 in assets under management and serves a small client base, offering tailored investment and planning work for each client.
The firm’s investment approach is primarily passive and informed by modern portfolio theory, building diversified, index-based portfolios and managing accounts on a discretionary basis. Financial planning and portfolio supervision explicitly consider tax efficiency and asset location, and the adviser recommends Schwab as a custodian for execution and custody.
A notable feature of the firm is its affiliation with a separately operated CPA practice: the owner devotes substantial time to both the advisory and accounting businesses and may coordinate tax planning or refer clients to the affiliated CPA firm when appropriate. This close adviser–accountant relationship, along with the small scale of the practice and flexible planning options, distinguishes the firm from most independent advisers.
Client services
Expertise
Fee options
Project-Based Financial Planning: $1,000 to $10,000 (negotiable)
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
$250 per hour (negotiable)
Ongoing Comprehensive Financial Planning: $250-$750 per month (negotiable)
Fee-only: Ongoing Comprehensive Financial Planning: Upfront $1,250 plus $250-$750 per month (negotiable); Project-Based Financial Planning: Fixed fees $1,000 to $10,000 (negotiable); Hourly Financial Planning: $250 per hour (negotiable)
Main office
Aston PA
Advisors at this office
1
Most active in
Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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