Jane Yoo is a CFP-designated registered investment advisor at Jane Financial, LLC, based in Oakland, CA, with 10 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 7 more. Their firm serves 8 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jane Financial charges an ongoing annual fee that covers both comprehensive financial planning and investment management services through a third-party money manager.
- The minimum annual fee is $20,000, paid monthly or quarterly in advance.
- If you choose to use the third-party money manager's customized index portfolios, which invest in individual stocks, there is an additional annual fee of 0.20% of your portfolio value.
Jane Financial requires a 12-month commitment, and fees can be negotiated based on the complexity of your financial situation.
Contact
Jane Yoo
Location
Oakland, CA
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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 →Employment History
Current Registrations
Jane Financial, LLC
Previous Registrations
Aspiriant, LLC
Waypoint Wealth Partners
State Registrations2 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.
Exams
Additional Information
Jane Yoo (she/her) is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Jane previously worked at Aspiriant, a leading independent wealth management firm, where she worked with high-net-worth families, particularly executives who needed help with company stock options and RSUs. Jane also has professional experience at the Social Security Administration and Vanguard.Jane earned an AB in Chemistry from Bryn Mawr College and an MBA in Finance and Economics from the University of Chicago Booth School of Business. She is a proud auntie of two nieces and dotes on her asthmatic cat named Zoe.
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