Janus Financial Planning (JFP) offers personalized financial planning and investment management. JFP works with clients to develop financial plans, monitor progress, and make adjustments as needed. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. JFP also offers project-based financial planning and tax return preparation services.
Assets Under Management$13M
Clients23
Advisors1
Avg. per Client$580K
Avg. per Advisor$13M
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Fee Structure
Planning is included in investment management
Janus Financial Planning does not charge a percentage of your portfolio for investment management. Instead, investment management is included as part of an ongoing financial planning service with a flat annual fee.
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