Janet Griffith
AssetBuilder · Allen, Texas
Janet Griffith is a fee-only financial advisor at AssetBuilder in Allen, Texas, who holds the CFP credential. Janet charges a percentage of assets, a flat fee or retainer and hourly fees and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | AssetBuilder |
|---|---|
| Based in | Allen, Texas |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Assets under management | $812.7M across 1,665 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6851408 |
| Exams passed | Series 65 (2017) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | assetbuilder.com |
How Janet's firm compares
- AssetBuilder's average account is about $488,000, from its Form ADV (assets managed divided by 1,665 accounts).
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Questions about Janet
Is Janet Griffith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janet holds no broker registration, and AssetBuilder reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Janet charge for financial advice?
Janet charges a percentage of assets, a flat fee or retainer and hourly fees.
Where is Janet Griffith based?
Janet Griffith is based in Allen, Texas.
What does Janet specialize in?
Janet's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Janet Griffith hold?
Janet Griffith holds the CFP credential.
Is Janet Griffith registered with the SEC?
Yes. Janet Griffith is registered as an investment adviser representative in TX (CRD 6851408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AssetBuilder manage?
AssetBuilder reports $812.7M across 1,665 accounts in assets under management.
How do I contact Janet Griffith?
Through Janet's website, assetbuilder.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Allen
Other advisors in Texas who focus on retirement planning
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
- AssetBuilder 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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