Ellen Smith
Janus Financial Planning · San Antonio, Texas
Ellen Smith is a fee-only financial advisor at Janus Financial Planning in San Antonio, Texas. Janus Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Janus Financial Planning |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.3M across 91 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8270089 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.janusfp.com |
How Ellen's firm compares
- Janus Financial Planning's average account is about $146,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Ellen
Is Ellen Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ellen holds no broker registration, and Janus Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ellen charge for financial advice?
Ellen's firm, Janus Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ellen Smith based?
Ellen Smith is based in San Antonio, Texas.
Is Ellen Smith registered with the SEC?
Yes. Ellen Smith is registered as an investment adviser representative in TX (CRD 8270089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Janus Financial Planning manage?
Janus Financial Planning reports $13.3M across 91 accounts in assets under management.
How do I contact Ellen Smith?
Through Ellen's website, www.janusfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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