Joyner Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$0
About
Joyner Financial Planning LLC serves individual clients and small businesses, delivering comprehensive financial planning and tax preparation through both ongoing and project-based engagements. The firm’s planning covers cash flow and debt management, retirement and estate planning, insurance and risk management, tax planning, and investment analysis, and it may refer clients to unaffiliated third‑party professionals for implementation.
As a fee‑only adviser, the firm focuses on financial planning rather than discretionary investment management: it does not custody or manage client assets and does not place trades for client accounts. Securities recommendations made within plans are informed by modern portfolio theory and commonly emphasize diversified mutual funds and ETFs, with clients responsible for implementing recommendations through custodians of their choice.
Distinctive aspects include the absence of portfolio management and the firm’s avoidance of percentage‑of‑AUM billing, relying instead on fixed, project, or hourly fee arrangements and offering tax preparation as part of its service mix. The firm operates as a solo practitioner with a CFP‑certified principal, maintains no broker‑dealer affiliations, and does not accept custody or vote client proxies, reflecting a narrow, planning‑focused business model.
Client services
Financial planning
Tax preparation services
Fee options
Tax Preparation fee of $400
Hourly rate of $150 for Project-Based Financial Planning
Minimum fee: Initial fee up to $2,500 for Ongoing Financial Planning Fee-only: Ongoing Financial Planning quarterly fixed fees ranging from $1,000 to $5,000 annually; fees are negotiable
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.
Main office location
Joyner Financial Planning LLC
San Francisco CA, United States
Number of offices
1
Forms ADV
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