Jane Yoo
Jane Financial, LLC · Oakland, California
Jane Yoo is a fee-only financial advisor at Jane Financial, LLC in Oakland, California, who holds the CFP and MBA credentials. Jane focuses on equity compensation. Jane Financial, LLC reports charging fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Jane Financial, LLC |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $20.4M across 29 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5562051 |
| Exams passed | Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | janefinancial.com |
| Profile |
How Jane's firm compares
- Jane Financial, LLC's average account is about $704,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Jane
Is Jane Yoo a fee-only financial advisor?
Yes. Jane Yoo is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). 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's firm, Jane Financial, LLC, reports charging fixed fees on its SEC Form ADV.
Where is Jane Yoo based?
Jane Yoo is based in Oakland, California.
What does Jane specialize in?
Jane's specialties include equity compensation. Jane works with tech employees.
What credentials does Jane Yoo hold?
Jane Yoo holds the CFP and MBA credentials.
Is Jane Yoo registered with the SEC?
Yes. Jane Yoo is registered as an investment adviser representative in CA and TX (CRD 5562051), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Jane Financial, LLC manage?
Jane Financial, LLC reports $20.4M across 29 accounts in assets under management.
How do I contact Jane Yoo?
Through Jane's website, janefinancial.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
- XY Planning Network directory listing : XYPN members are fee-only
- Jane Financial, 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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