Janus Financial Planning, LLC

Janus Financial Planning, LLC at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 23 individual clients, 7 of them high net worth.
• Its average account is about $146,000 (assets it manages divided by its 91 accounts).
• Its website says it's taking new clients.

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Janus Financial Planning, LLC fees

Janus Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. 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

Advisors at this firm (2)

• Ellen Smith

• January Smith

  CFP · EA

Other fee-only firms in San Antonio

• Larsen Financial Management
• Lifetime Financial Planners LLC
• Magister Wealth
• Mark Muecke Capital Management
• Martin Capital Advisors
• Oakridge Financial Planning (OFP)
• Palermo Wealth Management, LLC
• Penny Earned Financial

Fee-only advisors in Texas