Jan Wilson is a registered investment advisor at R.E.A.L. Coach, based in Garden Grove, CA, with 10 years of industry experience. Jan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Real Estate Investing, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Location
Garden Grove, 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 →Other Business ActivitiesSells Insurance
Jan is the owner of Garden Park Firm, a sole proprietorship, since 2022. She spends about 10-20% of her time transacting, educating, and consulting clients in financial wellness, real estate, insurance, mortgage loans, and financial risk management.
Employment History
Current Registrations
R.E.A.L. Coach
State Registrations1 state
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