Ellen Smith is a registered investment advisor at Janus Financial Planning, LLC, based in San Antonio, TX. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 23 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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.
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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Exams
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