Jane Rowny is a CFP-designated registered investment advisor at Councilor Wealth LLC, based in Bethesda, MD, with 16 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 197 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.90% |
| $750K - $1.3M | 0.90% |
| $1.3M - $2.5M | 0.80% |
| $2.5M - $3.8M | 0.70% |
| $3.8M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts under $750,000 and over $10,000,000 are negotiable.
Fee Estimator
Location
7910 Woodmont Ave, Suite 500, Bethesda, MD, 20814
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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 Activities
Jane Mulcahy Ochsman is a full-time CPA and CFP, providing financial planning and tax services. This activity is investment-related.
Employment History
Current Registrations
Councilor Wealth LLC
Previous Registrations
May & Barnhard, PC
State Registrations3 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
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