Janus Financial Planning is a fee-only registered investment advisor based in San Antonio, Texas. Founded in 2022, the firm offers comprehensive services including ongoing financial planning, investment management, project-based financial planning, tax return preparation, and bookkeeping services. Janus Financial Planning builds tailored investment portfolios utilizing passive investment strategies, index mutual funds, and exchange-traded funds, while granting clients the ability to place reasonable restrictions on their holdings. The firm assists clients with a broad range of financial topics, such as retirement planning, tax strategies, cash flow and debt management, estate planning, employee benefits optimization, and risk management. Janus Financial Planning serves individuals, high-net-worth individuals, business owners, and other clients without any minimum account size requirement.
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.