Jessica Lanning
Lanning Financial · San Francisco, California
Jessica Lanning is a fee-only financial advisor at Lanning Financial in San Francisco, California, who holds the CFP credential. Jessica charges a percentage of assets and a one-time planning fee (one-time plans from $4,099 and 0.95% a year on the first tier of assets managed) and focuses on retirement planning, real estate investors and equity compensation.
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Specialties
Who they serve
- Real estate investors
- Pre-retirees
- Executives
Facts
| Firm | Lanning Financial |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,099 · 0.95% a year on the first tier of assets managed · A $2,000,000 asset minimum |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, UT · CRD 5741759 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lanningfinancial.com |
| Profile |
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Questions about Jessica
Is Jessica Lanning a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Lanning Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica charges a percentage of assets and a one-time planning fee.
How much does Jessica charge?
According to Lanning Financial's website, checked October 30, 2026: one-time plans from $4,099; 0.95% a year on the first tier of assets managed; a $2,000,000 asset minimum.
Where is Jessica Lanning based?
Jessica Lanning is based in San Francisco, California.
What does Jessica specialize in?
Jessica's specialties include retirement planning, real estate investors, equity compensation, tax planning, estate & legacy planning and small business owners. Jessica works with real estate investors, pre-retirees and executives.
What credentials does Jessica Lanning hold?
Jessica Lanning holds the CFP credential.
Is Jessica Lanning registered with the SEC?
Yes. Jessica Lanning is registered as an investment adviser representative in CA and UT (CRD 5741759), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Jessica Lanning?
Through Jessica's website, www.lanningfinancial.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
- Lanning Financial 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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