PlannerFees

Janus Financial fees and pricing

Financial planner in Scottsdale, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Janus Financial charges a flat or project fee of $10,000 and an annual fee of $1,200⁠-⁠$48,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$10,000
“Janus Financial will charge a fixed fee for financial planning services not to exceed $10,000 per plan as negotiated and contracted for with the client in advance, based at the discretion of the Advisor.”
Annual fee
$1,200⁠-⁠$48,000/yr
“Ongoing Services Clients who contract to receive ongoing financial planning services rather than a project-based financial plan or project will be charged a fixed annual fee ranging from $1,200 to $48,000, as negotiated and contracted for in advance based at the discretion of the Advisor.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Janus Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “New account fees will be prorated from the inception of the account to the end of the first billing period.”
  • “The fee will be determined in advance based on the complexity of the investment management strategy employed as well as the size of the account or overall client relationship.”
  • “Fixed minimum annual fees are payable monthly or quarterly in arrears.”

How Janus Financial’s fees compare

  • Its flat or project fee of $10,000 is above the Arizona median of $3,100. 82% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 37 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
  • Its annual fee of $1,200-$48,000 spans the Arizona median of $10,000. 88% of the 43 other Arizona planners that publish an annual fee charge less.
  • 13 of the 14 other planners in Scottsdale that publish an annual fee charge less.

About Janus Financial

“Janus Financial’s (or “Advisor”) principal service is providing fee-based Investment Advisory and Comprehensive Financial Planning services. In addition to investment supervisory services, Janus Financial may provide Financial Planning services to some of its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP® and EA.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • 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
2% a year
Clients
52
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$33,894,069
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
323940
Website
janusfinancialservices.com (opens in new tab)
Phone
(480) 826-4878

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