Jain Wealthonomics
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
The firm provides fee-only, project-based financial planning and group educational seminars to individuals and high-net-worth clients. Services described in the brochure include business planning, cash flow and debt management, retirement and tax planning, estate planning, insurance review, and investment analysis as part of financial plans.
The firm does not provide ongoing discretionary investment management or custody; recommendations are delivered through one-time or limited-scope engagements and clients are responsible for implementation with their chosen custodians. Engagements are billed on an hourly basis and the firm also offers educational seminars or speaking engagements delivered virtually or in person.
Compared with many peers that rely on percentage-of-assets fees and ongoing asset management, this adviser unusually focuses on hourly, project-based planning and paid seminars while declining commissions, performance fees, and custody. The firm’s principal is a CFP® professional with a long corporate and tax-planning background, and the practice emphasizes client-directed implementation rather than side-by-side discretionary management.
Client services
Financial planning
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$300 per hour for project-based financial planning, fees negotiable.
Fee-only: Hourly fee of $300 per hour for project-based financial planning (fees negotiable). Seminars fees range from $10 to $100 per participant.
Main office location
Jain Wealthonomics
Marana AZ, United States
Number of offices
1
Most active in
Jain Wealthonomics has reported serving >5 clients in these states in the last 12 months.
Arizona
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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