RJ
CFP
RJ
CFP

Ryan Janus

6 Years of Experience
Scottsdale, AZ
Sells Insurance

Ryan Janus is a CFP-designated registered investment advisor at Janus Financial, based in Scottsdale, AZ, with 6 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 37 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$477K average
Assets Under Management
$17.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee not to exceed 2.00%. Management fees may be negotiated.

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

4250 N Drinkwater Blvd, Suite 300, Scottsdale, AZ, 85251

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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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Other Business ActivitiesSells Insurance

Ryan is a member of Ryan J. Janus, EA LLC, providing tax and accounting services for about 10-20% of his time. He is also a member of Janus Insurance LLC, engaging in insurance production activities for a few hours per week, and managing member of Janus Media LLC, producing financial literacy content for about 10-20% of his time.

Employment History
Current Registrations
Janus Financial
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Next Financial Group, INC.
April 2020 - December 2022 · 2 yrs 8 mos
Next Financial Group, INC.Broker
April 2020 - December 2022 · 2 yrs 8 mos
Next Financial Group, INC.
January 2020 - April 2020 · 3 mos
Next Financial Group, INC.Broker
November 2019 - April 2020 · 5 mos
State Registrations2 states
AZTX
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.