JDH Wealth Management, LLC

Updated today

Find your advisor

Client assets under management

$482,809,289

Clients

127

57% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$3,801,648

About

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 works with both high-net-worth and non‑high‑net‑worth individual clients and manages client portfolios on a discretionary basis.

JDH uses a consultative, long‑term asset allocation approach grounded in Modern Portfolio Theory, producing written investment policy statements, employing Monte Carlo analysis for planning, and implementing diversified portfolios largely through passively managed mutual funds and ETFs (notably Dimensional Fund Advisors products). The firm also uses independent managers and third‑party platforms (including Focus Partners Advisor Solutions) for portfolio implementation, fixed‑income separate accounts, trade processing, and ongoing reporting and monitoring.

Distinctive features include an unusually high level of assets relative to its small advisory team—managing nearly $495 million with a limited number of advisors—and formal affiliations with an accounting firm and a licensed insurance agency. Those affiliations mean the firm commonly coordinates tax and fiduciary support for clients and retirement plans, and its licensed agents may offer life, long‑term care, and other insurance products as separate implementation options.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Income planning College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) General retirement planning

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fee of $5,000 for financial planning

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% $10,000,001+: 0.20%

Project-based

$300 per hour

Other

Account minimum: $1,000,000 for new investment management clients Minimum fee: $12,500 annual minimum fee for investment management services; $4,000 annual minimum fee for 401(k) retirement plans

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.) Retirement plans for business owners (SEP, solo 401k) General retirement planning 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.) Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Retired

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support