Janus Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,265,031
Total clients
23
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$576,740
About
Janus Financial Planning provides advisory services primarily to individual clients, delivering investment management alongside ongoing and project-based financial planning and retirement-account advice. The firm also offers standalone tax return preparation as a part of its service menu and produces written financial plans that address cash flow, estate, insurance, and retirement objectives.
The adviser develops individualized investment policies and implements discretionary portfolios guided by clients’ goals, risk tolerance, and tax considerations, typically using mutual funds and ETFs within a passive asset-allocation framework. Clients receive regular oversight and quarterly reviews, and planning engagements are collaborative with the adviser monitoring and updating recommendations as client circumstances change.
Compared with many peers, Janus supplements its advisory work with public and organizational educational seminars and speaking engagements and provides tax-preparation services supported by credentials that permit tax representation before the IRS. The combination of educational outreach, integrated tax services, and a small, practice-focused client base distinguishes its service model within the independent-adviser cohort.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Occupation focus
Founder/Business Owner
Fee options
Project-based financial planning fixed fees range from $1,000 to $5,000 (negotiable); tax preparation fees range from $250 to $2,000 (negotiable); seminar fees range from $0 to $500.
$200 per hour billed in 15-minute increments for project-based financial planning.
Minimum fee: Annual fees range from $3,000 to $15,000, negotiated based on client complexity, prorated and paid quarterly in arrears. Fee-only: Fee-only firm compensated solely by clients through negotiated flat fees for ongoing financial planning and investment management, project-based flat or hourly fees, tax preparation fees, and seminar fees.
Main office location
Janus Financial Planning, LLC
San Antonio TX, United States
Number of offices
1
Most active in
Janus Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
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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