# JBY Financial Planning

JBY Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://jbyfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/jby-financial-planning

## Regulatory record

- **CRD number:** 329299
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329299

## About

Dedicated to offering fee-only comprehensive financial planning. | Committed to providing personalized guidance and support to help our clients achieve their financial goals with confidence and peace of mind.

## Questions

### Who runs JBY Financial Planning?

The initials 'JBY' almost certainly correspond to the founding principal's name. In an advisory practice of this profile, that individual serves as the primary advisor and key decision-maker for client engagements, though no public source names the person outright.

### How does JBY charge for its services?

While the fee schedule is not publicly available, firms that emphasize 'planning' frequently charge fixed retainers, hourly fees, or subscription models rather than solely asset-based fees. This aligns incentives with advice rather than asset gathering.

## Related profiles

- [RC Private Wealth](https://altss.com/profile/rc-private-wealth-llc)

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Last updated: 2026-07-06T01:24:19.029Z

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