Firm
Jane Financial, LLC
Oakland, California
Fee-only
Jane Financial, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 8 individual clients, 8 of them high net worth.
- Its average account is about $704,000 (assets it manages divided by its 29 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Oakland, California |
|---|---|
| Website | janefinancial.com |
| [email protected] | |
| Phone | (415) 412-0842 |
Jane Financial, LLC fees
Jane Financial, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $20 million |
| High-net-worth clients | 8 |
| Accounts managed | 29 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 288419 |