Firm
Janus Financial
Scottsdale, Arizona
Fee-only
Janus Financial at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 52 individual clients, 8 of them high net worth.
- Its average account is about $194,000 (assets it manages divided by its 175 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | janusfinancialservices.com |
| [email protected] | |
| Phone | (480) 826-4878 |
Janus Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $7,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Flat fee · One-time plans or projects · Percentage of assets |
In the firm's words
"One flat, transparent fee $7,500" source
"1% on the first $1 million we manage, and 0.50% on assets above that." source
"Our planning engagement is offered for a fixed fee with a defined scope" source
"we charge a blended fee: 1% on the first $1 million we manage, and 0.50% on assets above that." source
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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $34 million |
| Individual clients | 44 |
| High-net-worth clients | 8 |
| Accounts managed | 175 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 21, 2026 |
| SEC record | CRD 323940 |