JS
CFP
JS
CFP

Janet Stanzak

15 Years of Experience
Burnsville, MN

Janet Stanzak is a CFP-designated registered investment advisor at Financial Empowerment LLC, based in Burnsville, MN, with 15 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 100 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
100 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$126.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.65%
$1.0M - $2.5M0.55%
$2.5M+0.45%

Rates apply to Individual Portfolio Management. The firm also offers a model portfolio program at a flat 0.40% AUM fee. Both programs include a separate flat financial planning fee ranging from $500 to $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Janet Stanzak

Location

11995 County Road 11, #130, Burnsville, MN, 55337

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Financial Empowerment LLC
May 2011 - Present · 15 yrs 6 mos
State Registrations3 states
FLMNTX
Advisor

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.

Exams
No exam information available for this advisor.
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Janet Stanzak
Janet Stanzak - Financial Advisor | TrueAdvisor