Jane Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jane Financial serves individual and high‑net‑worth clients with ongoing comprehensive financial planning, investment advisory services implemented through third‑party managers, and one‑time planning and tax consulting engagements. The firm also provides advice on held‑away accounts and assists clients with implementation and ongoing monitoring of their financial plans.
The firm primarily uses passive investment management via index mutual funds and ETFs and selects outside managers to execute model portfolios and discretionary trading. It also offers direct (personalized) indexing through separately managed accounts to allow client customization (including exclusion requests) and tax‑loss harvesting at the individual holding level.
Distinctive features include a fixed, retainer‑based billing model rather than a percentage‑of‑assets fee, with outside manager compensation disclosed separately. The firm operates with a small client base relative to its assets under management, requests a minimum commitment period for its ongoing planning service, and combines tax projections and held‑away account advice into its ongoing review process.
Client services
Expertise
Fee options
Ongoing comprehensive financial planning charged as fixed annual fee paid monthly or quarterly in advance, with a requested 12-month commitment
Minimum fee: Minimum annual fee of $20,000 for ongoing comprehensive financial planning and investment advisory services Fee-only: Fixed annual fees for ongoing comprehensive financial planning and investment advisory services; one-time financial planning fees range from $500 to $10,000
Main office
Oakland CA
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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