Janus Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 322978
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.11%
- Individuals22.89%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Janus Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its fee schedule is flexible: advisors charge a percentage of assets under management and also use hourly and fixed-fee arrangements depending on the engagement. The adviser does not present itself as a capital allocator or pension consultant, and it reports that it is not an active ESG investor. It is not listed as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities14%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
2 of 2
January Smith
FounderCRD 7610494
Ellen Smith
CRD 8270089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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