Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$307,122,837
Clients
305
28% high-net worth
Advisors
5
of 8 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
61
TypicalAverage account size
$1,006,960
Juno Financial Group LLC provides financial planning and investment advisory services to individuals, high‑net‑worth clients, retirement plans, corporations, trusts, estates, non‑profits, and foundations. The firm is a team of five advisors that manages approximately $542 million in discretionary assets and serves about 305 client relationships.
The firm’s process begins with a comprehensive review of a client’s financial position and investment objectives and typically implements tailored asset allocation through model portfolios, separately managed accounts and third‑party managers. Portfolios are constructed from individual equities, fixed income, mutual funds, and ETFs and may incorporate strategies such as direct indexing and tax‑loss harvesting; Juno generally manages accounts on a discretionary basis and conducts regular reviews.
Notable features disclosed in the brochure include the firm’s use of client testimonials in its advertising, a practice that is uncommon among comparable team firms, and an offering of subscription financial planning for clients with assets below its wealth‑management threshold. Juno also discloses its recommendation of Charles Schwab as custodian and the receipt of Schwab’s institutional services and support, which the firm identifies as a potential conflict of interest to be considered by clients.
Flat fees for Retirement Plan Advisory Services generally range from $1,000 to $100,000 but are negotiable.
$0 - $100,000: 1.50% $100,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.15%
Subscription fee arrangements for financial planning services with a minimum fee of $2,500 for the first year.
Minimum fee: Minimum fee for subscription-based financial planning services is $2,500 for the first year. Fee-only: Subscription fee arrangements for financial planning services for clients with less than $1,000,000 in assets under management; minimum fee $2,500 for the first year.
Juno Financial Group LLC
1802 Bayberry Court, Suite 203
Richmond VA 23226, United States
Number of offices
1
Florida · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · West Virginia
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Richmond, VA
Juno Financial Group LLC
CFA®, Series 66
Richmond, VA
Juno Financial Group LLC
Series 63, Series 65
Richmond, VA
Juno Financial Group LLC
CFP®, Series 66
Richmond, VA
Juno Financial Group LLC
Series 63, Series 66
Richmond, VA
Juno Financial Group LLC
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