Fee-only adviser · Salem, OR
JGC Tax & Wealth Management
JGC Tax & Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Salem, Oregon. On its latest Form ADV, filed November 5, 2026, it reports $132M in regulatory assets under management, 181 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 165770 · SEC file 801-131726 |
| Office | 250 Church Street SE, Ste 100 Salem, OR 97301 |
| Phone | (503) 390-7880 |
| Website | app.modestspark.com/USERSECURITY/LOGIN?DOMAIN=JGCWEALTH.COM |
| Regulatory assets under management | $132M ($109M discretionary) |
| Individual clients | 147 non-high-net-worth, 34 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Salem
- True Private Wealth Advisors, LLC $1.4B
- Keudell Morrison Wealth Management, LLC $922M
- Capital Financial Planners $285M
- Capstone Wealth Advisors, LLC $102M
- JH Advisors $212M
- Willamette Valley Wealth Management, LLC $70M
See all 8 fee-only advisers in Salem →
Nearby
- Corvallis 2 firms
- McMinnville 1 firm
- Aurora 1 firm
- Wilsonville 2 firms
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