Jane Financial, LLC fees and pricing
Financial planner in Oakland, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Jane Financial, LLC charges an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $20,000/yr
“The minimum annual fee is $20,000, paid monthly or quarterly, in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jane Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable depending on client complexity.”
- “In instances where it is not practicable for GeoWealth to debit the Client’s account, fees for this service may be paid by credit card, electronic funds transfer, or check.”
- “Upon termination of the Comprehensive Financial Planning service, JF will refund the prorated portion of any fee.”
How Jane Financial, LLC’s fees compare
- Its annual fee of $20,000 is above the California median of $6,250. 86% of the 224 other California planners that publish an annual fee charge less.
- 3 of the 4 other planners in Oakland that publish an annual fee charge less.
About Jane Financial, LLC
“Ongoing Comprehensive Financial Planning with Investment Advisory Services JF provides ongoing comprehensive financial planning that consists of a detailed financial plan, investment monitoring services for assets held away, and investment advisory services via a third party investment advisor.”
- Principal: Jane Yoo
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.2% a year
- Minimum
- $20,000 minimum fee (stated in brochure)
- Clients
- 8
- Employees
- 2
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $20,420,373
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288419
- Phone
- (415) 412-0842
Other planners in Oakland that publish fees
- Brooker Wealth ManagementOakland$200-$275/hr
- Communitas Financial Planning PBCOakland$300/hr, $600-$6,000
- Contango Wealth Management LLCOakland$250-$325/hr, $750-$5,000
- Ella Financial AdvisingOakland$400/hr, $10,000-$30,000
- Gibson Monroe Wealth AdvisorsOakland$5,000-$20,000
- Global Investment CompanyOakland$375/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.