Janet Mlynar is a CFP-designated registered investment advisor at Benefits Plus, LLC, based in Napa, CA, with 43 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Settlement Consulting: Fixed fees range from $2,500 to $30,000, or $450 per hour.
- Employee Benefits Consulting: Fixed fees range from $2,500 to $10,000, or $450 per hour.
- Financial Planning and Consulting: Fixed fees range from $2,500 to $10,000. Modular financial plans range from $1,500 to $2,500, or $450 per hour.
Location
1141 Division St, Napa, CA, 94559
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Janet is involved in several business activities, including filming historic property, healthcare compliance, and real estate rental. She also serves as the President of Benefits Plus Inc., where she sells and services non-variable insurance products, dedicating about 20% of her time to this role.
Employment History
Current Registrations
Benefits Plus, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Benefits Plus, LLC
Mutual Service CorporationBroker
Keogler, Morgan & Company, INC.Broker
Derand/pennington/bass, INC.Broker
FtfsBroker
U.S. Advisors, INC.Broker
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
Cg Equity Sales CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.