# Jaan Larkin

> Jaan Larkin is a fee-only financial advisor at StratFI in Wilmington, Delaware. Jaan charges a percentage of assets and hourly fees ($400 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/jaan-larkin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** StratFI
- **Based in:** Wilmington, Delaware
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $400 an hour; 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $115.0M across 286 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7987486 (https://adviserinfo.sec.gov/individual/summary/7987486)
- **SEC registration:** Investment adviser representative in DE
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.stratfi.com

## Frequently asked questions

### Is Jaan Larkin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jaan holds no broker registration, and StratFI reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jaan charge for financial advice?

Jaan charges a percentage of assets and hourly fees.

### How much does Jaan charge?

According to StratFI's website, checked October 30, 2026: $400 an hour; 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Jaan Larkin based?

Jaan Larkin is based in Wilmington, Delaware.

### What does Jaan specialize in?

Jaan's specialties include retirement planning. Jaan works with retirees and pre-retirees.

### Is Jaan Larkin registered with the SEC?

Yes. Jaan Larkin is registered as an investment adviser representative in DE (CRD 7987486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does StratFI manage?

StratFI reports $115.0M across 286 accounts in assets under management.

### How do I contact Jaan Larkin?

Through Jaan's website, www.stratfi.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7987486): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.stratfi.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.