January Smith is a CFP-designated registered investment advisor at Janus Financial Planning, LLC, based in San Antonio, TX, with 4 years of industry experience. January operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 23 clients with $13M in assets under management.
Compensation
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Assets Under Management
Fee Structure
Janus Financial Planning offers ongoing financial planning and investment management bundled together under a flat annual fee ranging from $3,000 to $15,000. The exact fee depends on the complexity of your financial situation. Fees are paid in arrears on a quarterly basis. There is no minimum account size requirement.
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January Smith
Location
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Janus Financial Planning, LLC
State Registrations1 state
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Additional Information
January was born and raised in San Antonio, TX, graduating from Alamo Heights High School in 2010. After receiving his BS in Mechanical Engineering from The University of Texas at Austin in 2014, he began his eight year career in engineering alongside his wife, Ellen. This experience would take them to Virginia, Tennessee, and finally back home to San Antonio. January's engineering projects ranged from ballistic missile re-entry to nuclear power generation.
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