# Jane Li

> Jane Li is a fee-only financial advisor at Zevin Asset Management in Boston, Massachusetts. Jane focuses on sustainable & impact investing. Zevin Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Zevin Asset Management
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.02B across 769 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 2928189 (https://adviserinfo.sec.gov/individual/summary/2928189)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.zevin.com

## Frequently asked questions

### Is Jane Li a fee-only financial advisor?

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

### How does Jane charge for financial advice?

Jane's firm, Zevin Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jane Li based?

Jane Li is based in Boston, Massachusetts.

### What does Jane specialize in?

Jane's specialties include sustainable & impact investing.

### Is Jane Li registered with the SEC?

Yes. Jane Li is registered as an investment adviser representative in MA and TX (CRD 2928189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Zevin Asset Management manage?

Zevin Asset Management reports $1.02B across 769 accounts in assets under management.

### How do I contact Jane Li?

Through Jane's website, www.zevin.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2928189): 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.zevin.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.