# Neil Janis

> Neil Janis is a fee-only financial advisor at Janis Financial in Oxnard, California. Janis Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/neil-janis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Janis Financial
- **Based in:** Oxnard, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $26.9M across 93 accounts
- **CRD:** 4341335 (https://adviserinfo.sec.gov/individual/summary/4341335)
- **SEC registration:** Investment adviser representative in CA, WA
- **Exams passed:** Series 63 (2001), Series 65 (2006)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Neil Janis a fee-only financial advisor?

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

### How does Neil charge for financial advice?

Neil's firm, Janis Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Neil Janis based?

Neil Janis is based in Oxnard, California.

### Is Neil Janis registered with the SEC?

Yes. Neil Janis is registered as an investment adviser representative in CA and WA (CRD 4341335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Janis Financial manage?

Janis Financial reports $26.9M across 93 accounts in assets under management.

### How do I contact Neil Janis?

Contact details aren't on file yet. Search for Janis Financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4341335): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.