Jane Beule
Griffin Black, LLC · Redwood City, California
Jane Beule is a fee-only financial advisor at Griffin Black, LLC in Redwood City, California, who holds the BA, CFP and MBA credentials. Jane charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed and a $300,000 asset minimum) and focuses on retirement planning, international & expat planning and small business owners.
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Specialties
Who they serve
- Executives
- Founders
- Cross-border families
Facts
| Firm | Griffin Black, LLC |
|---|---|
| Based in | Redwood City, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $300,000 asset minimum |
| Assets under management | $355.5M across 698 accounts |
| Credentials | BA · CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4934778 |
| Exams passed | Series 65 (2005) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | griffinblack.com |
| Profile |
How Jane's firm compares
- Griffin Black, LLC's average account is about $509,000, from its Form ADV (assets managed divided by 698 accounts).
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Questions about Jane
Is Jane Beule a fee-only financial advisor?
Yes. Jane Beule is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jane's firm.
How does Jane charge for financial advice?
Jane charges a percentage of assets and an ongoing planning fee.
How much does Jane charge?
According to Griffin Black, LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed; a $300,000 asset minimum.
Where is Jane Beule based?
Jane Beule is based in Redwood City, California.
What does Jane specialize in?
Jane's specialties include retirement planning, international & expat planning and small business owners. Jane works with executives, founders and cross-border families.
What credentials does Jane Beule hold?
Jane Beule holds the BA, CFP and MBA credentials.
Is Jane Beule registered with the SEC?
Yes. Jane Beule is registered as an investment adviser representative in CA and TX (CRD 4934778), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Griffin Black, LLC manage?
Griffin Black, LLC reports $355.5M across 698 accounts in assets under management.
How do I contact Jane Beule?
Through Jane's website, griffinblack.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Griffin Black, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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