Jaan Larkin
StratFI · Wilmington, Delaware
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $115.0M across 286 accounts |
| SEC registration | Investment adviser representative in DE · CRD 7987486 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stratfi.com |
| Profile |
How Jaan's firm compares
- The hourly rate is $400, above the US median of $300 for fee-only firms that publish prices.
- StratFI's average account is about $402,000, from its Form ADV (assets managed divided by 286 accounts).
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Questions about Jaan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- StratFI website : specialties, clients served, and fees, checked October 30, 2026
- 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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