Jane Rowny
Councilor · Bethesda, Maryland
Jane Rowny is a fee-only financial advisor at Councilor in Bethesda, Maryland, who holds the CFP credential. Jane focuses on tax planning, estate & legacy planning and divorce financial planning. Councilor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jane →
Specialties
Who they serve
- Founders
Facts
| Firm | Councilor |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $316.9M across 395 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 5771500 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.cbmcpa.com |
Request an introduction to Jane
Tell Jane a little about what you're looking for. Jane isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jane
Is Jane Rowny a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jane holds no broker registration, and Councilor 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, Councilor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jane Rowny based?
Jane Rowny is based in Bethesda, Maryland.
What does Jane specialize in?
Jane's specialties include tax planning, estate & legacy planning, divorce financial planning and small business owners. Jane works with founders.
What credentials does Jane Rowny hold?
Jane Rowny holds the CFP credential.
Is Jane Rowny registered with the SEC?
Yes. Jane Rowny is registered as an investment adviser representative in DC, MD and VA (CRD 5771500), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Councilor manage?
Councilor reports $316.9M across 395 accounts in assets under management.
How do I contact Jane Rowny?
Through Jane's website, www.cbmcpa.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
- Councilor 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.
See something wrong? Request a correction. Read our methodology.