Janus Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,894,069
Total clients
52
15% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
52
Average account size
$651,809
About
Janus Financial is a small, state-registered investment advisory firm managing roughly $34 million for about 52 clients, serving individuals (including high‑net‑worth and non‑HNW), trusts, estates, pension and profit‑sharing plans, and business entities. Its core services include discretionary portfolio management and comprehensive financial planning, with pension consulting offered to plan sponsors and fiduciaries.
The firm typically implements custom, discretionary portfolios using a tactical allocation approach intended to reduce risk and pursue improved performance, employing exchange‑listed securities, mutual funds, bonds, CDs and cash positions as hedges while utilizing fundamental, technical, and cyclical analysis. Financial planning is available as either project‑based or ongoing fixed‑fee engagements, and portfolio actions may include reallocations, tax‑aware recommendations, and occasional specific stock selections to increase sector or dividend exposure.
Distinctive disclosures include newly added pension and profit‑sharing plan consulting services and the principal’s provision of tax preparation and insurance through affiliated entities, each disclosed as creating potential conflicts of interest. The brochure also notes economic relationships with custodians and technology providers (including Altruist and Schwab) that provide credits or support services to the firm, and an unusual account policy that assesses an additional annual fee for households with cumulative balances under $500,000 — factors clients should weigh alongside the firm’s advisory offerings.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General tax planning
Wealth management
Cash flow / budgeting
Retirement withdrawal strategies
Demographic focus
Young Professionals
Fee options
Financial planning fixed fees: project-based up to $10,000 per plan; ongoing services $1,200 to $48,000 annually.
Insurance products sold by representatives receive commissions; no advisory fees associated with these products.
Minimum fee: Fixed minimum annual fee for portfolio management services, determined in advance, not to exceed 2.00% of client portfolio; may be negotiated. Fee-only: Financial planning fixed fees: project-based up to $10,000 per plan; ongoing services range from $1,200 to $48,000 annually.
Main office location
Janus Financial
4250 N Drinkwater Blvd, Suite 300
Scottsdale AZ 85251, United States
Number of offices
1
Most active in
Janus Financial has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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