# Janice Thompson

> Janice Thompson is a fee-only financial advisor at Matt Calcagno in San Diego, California, who holds the CFP credential. Janice focuses on retirement planning. Matt Calcagno reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Matt Calcagno
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $489.0M across 1,279 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 3034523 (https://adviserinfo.sec.gov/individual/summary/3034523)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1998), Series 65 (1999)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://mattcalcagno.com/

## Frequently asked questions

### Is Janice Thompson a fee-only financial advisor?

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

### How does Janice charge for financial advice?

Janice's firm, Matt Calcagno, reports charging a percentage of assets on its SEC Form ADV.

### Where is Janice Thompson based?

Janice Thompson is based in San Diego, California.

### What does Janice specialize in?

Janice's specialties include retirement planning. Janice works with pre-retirees.

### What credentials does Janice Thompson hold?

Janice Thompson holds the CFP credential.

### Is Janice Thompson registered with the SEC?

Yes. Janice Thompson is registered as an investment adviser representative in CA and TX (CRD 3034523), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Matt Calcagno manage?

Matt Calcagno reports $489.0M across 1,279 accounts in assets under management.

### How do I contact Janice Thompson?

Through Janice's website, mattcalcagno.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3034523): 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://mattcalcagno.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.