Neil Janis
Janis Financial · Oxnard, California
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.
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Facts
| Firm | Janis Financial |
|---|---|
| Based in | Oxnard, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $26.9M across 93 accounts |
| SEC registration | Investment adviser representative in CA, WA · CRD 4341335 |
| Exams passed | Series 63 (2001) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Neil's firm compares
- Janis Financial's average account is about $289,000, from its Form ADV (assets managed divided by 93 accounts).
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Questions about Neil
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.
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.
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