Kevin Janiec
Financial Coach · West Chester, Pennsylvania
Kevin Janiec is a fee-only financial advisor at Financial Coach in West Chester, Pennsylvania, who holds the CFP credential. Financial Coach reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kevin →
Facts
| Firm | Financial Coach |
|---|---|
| Based in | West Chester, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $397.3M across 774 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6223847 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.financialcoachgroup.com |
How Kevin's firm compares
- Financial Coach's average account is about $513,000, from its Form ADV (assets managed divided by 774 accounts).
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
Is Kevin Janiec a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Financial Coach reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Financial Coach, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Janiec based?
Kevin Janiec is based in West Chester, Pennsylvania.
What credentials does Kevin Janiec hold?
Kevin Janiec holds the CFP credential.
Is Kevin Janiec registered with the SEC?
Yes. Kevin Janiec is registered as an investment adviser representative in PA (CRD 6223847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Coach manage?
Financial Coach reports $397.3M across 774 accounts in assets under management.
How do I contact Kevin Janiec?
Through Kevin's website, www.financialcoachgroup.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
- 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.
See something wrong? Request a correction. Read our methodology.