Jessica Lanning
Jessica Lanning is a CFP-designated registered investment advisor at Lanning Financial INC., based in San Francisco, CA, with 16 years of industry experience. Jessica 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 4 more. Their firm serves 33 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lanning Financial does not directly manage investments. Instead, they help clients select third-party money managers. The money managers pay Lanning Financial a fee quarterly from client accounts. Total fees, including the money manager's fee and a platform fee, will never exceed 1.95% per year.
The total fee ranges are:
- $2,000,001 to $3,000,000: Between 1.08% to 1.95% per year
- $3,000,001 to $5,000,000: Between 0.98% to 1.85% per year
- Over $5,000,001: Customized
Location
100 Pine Street, Suite 1250, San Francisco, CA, 94111
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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
Jessica is the president of Lanning Financial Inc., a mortgage brokerage, dedicating minimal time to marketing. She also brokers life insurance and annuities through Lanning Financial Insurance Services, spending minimal time on this activity during trading hours and deriving 20% of her compensation from it.
Employment History
Current Registrations
Lanning Financial INC.
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.