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, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Its billing is flexible, using asset-based fees as well as hourly and fixed-fee engagements. Janus does not identify as an active ESG investor and is not organized as a multi-state adviser or a capital allocator.
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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