January Smith
Janus Financial Planning, LLC · San Antonio, Texas
January Smith is a fee-only financial advisor at Janus Financial Planning, LLC in San Antonio, Texas, who holds the CFP and EA credentials. January charges a flat fee or retainer and an ongoing planning fee and focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Janus Financial Planning, LLC |
|---|---|
| Based in | San Antonio, Texas |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $13.3M across 91 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in TX · CRD 7610494 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | janusfp.com |
| Profile |
How January's firm compares
- Janus Financial Planning, LLC's average account is about $146,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about January
Is January Smith a fee-only financial advisor?
Yes. January Smith 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 January's firm.
How does January charge for financial advice?
January charges a flat fee or retainer and an ongoing planning fee.
Where is January Smith based?
January Smith is based in San Antonio, Texas.
What does January specialize in?
January's specialties include retirement planning, tax planning, small business owners and estate & legacy planning. January works with retirees and pre-retirees.
What credentials does January Smith hold?
January Smith holds the CFP and EA credentials.
Is January Smith registered with the SEC?
Yes. January Smith is registered as an investment adviser representative in TX (CRD 7610494), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Janus Financial Planning, LLC manage?
Janus Financial Planning, LLC reports $13.3M across 91 accounts in assets under management.
How do I contact January Smith?
Through January's website, janusfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Janus Financial Planning, 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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