Janus Financial Planning

Janus Financial Planning

Janus Financial Planning was established in San Antonio, Texas, in 2022 as a registered investment advisor. The firm serves high-net-worth individuals, a client segment that typically demands integrated tax, estate, and investment planning. Its formation coincides with a broader industry movement of advisors leaving wirehouses and bank channels to build independent fiduciary practices. The firm offers both financial planning and discretionary investment management. While the specific asset-allocation frameworks and third-party manager rosters are not publicly detailed, the RIA structure implies a fiduciary standard that must be documented in Form ADV filings. The firm's geographic focus starts in central and south Texas, with capacity to serve clients across the state under SEC or state-level registration. Team size, total assets under management, and named principals are not publicly disclosed as of the latest available records. No adjoining philanthropic vehicles, operating businesses, or club affiliations are known. Janus Financial Planning's structural differentiator is timing and independence. Launching an RIA in 2022 placed the firm squarely in the post-COVID acceleration of the RIA channel, where clients increasingly sought conflict-free advice away from large bank or insurance platforms. Its longevity will hinge on whether it can scale beyond founder-led advisory relationships into a multi-advisor, multi-generational practice — the transition most small RIAs never complete.