JDG Wealth Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
92
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
92
Very HighAverage account size
$0
About
JDG Wealth Management Group provides financial planning and consulting services to individuals and businesses, offering ongoing and project‑based plans, seminar delivery, and non‑securities advice on topics such as retirement, estate, tax and college planning. The adviser does not manage client assets or accept custody, delivering recommendations and plans rather than discretionary portfolio management.
The firm applies fundamental analysis when evaluating investments and examines mutual funds, ETFs, variable annuities, municipal and corporate debt using multi‑period returns, expense ratios, manager tenure and other quantitative metrics, typically recommending long‑term target asset mixes with periodic rebalancing. JDG does not engage in frequent trading, and implementation of investment recommendations is often carried out through associated persons acting in their capacities at third‑party broker‑dealers.
JDG is distinctive among peers in not charging percentage‑of‑assets fees and in reporting no assets under management while nonetheless listing individual and high‑net‑worth client types; it instead charges fixed or hourly planning fees. Associated persons are also registered representatives of LPL Financial and insurance agents, receive commissions and 12b‑1 fees, and spend substantial time on LPL‑related activities, a set of affiliations the brochure highlights as potential conflicts of interest.
Client services
Financial planning
Expertise
Annuities
Fee options
Fixed fees for financial planning and consulting services quoted per plan or project
Associated persons receive commissions from securities sales, mutual fund trail commissions, insurance product commissions
$350 per hour for senior planner; $175 per hour for planner; hourly payment terms negotiable
Account minimum: $500,000 Fee-only: $350/hour for senior planner, $175/hour for planner; $50 per financial planning module
Main office location
JDG Wealth Management Group, LLC
1701 E Lamar Blvd., Suite 265
Arlington TX 76006, United States
Number of offices
1
Most active in
JDG Wealth Management Group, 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:
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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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