Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
New
Ellen Smith
Financial advisor at Janus Financial Planning
Ellen Smith is a fiduciary financial advisor in San Antonio, Texas, registered since May 2026. Ellen joined Janus Financial Planning in 2026, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
OfficeSan Antonio, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$576,740
Advisors at the firm2
States licensed ?1 state
Services through Janus Financial Planning
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowJanus Financial Planning, LLCCurrent firm
Questions to ask Ellen
Tailored to Ellen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ellen
How do I contact Ellen?
Call Janus Financial Planning at 2105039982 and ask for Ellen Smith. Ellen works from the San Antonio, TX office.
How long has Ellen been a financial advisor?
Ellen is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Ellen hold?
Series 65. Tap any license on this page to see what it allows.
Is Ellen a fiduciary?
Ellen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ellen paid?
Janus Financial Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ellen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
47yrs
Top 1% by experience in San Antonio
McNally Financial Services
47yrs
Top advisor by experience at McNally Financial Services
Glass Wealth Management
47yrs
Top 1% by experience in San Antonio
Morgan Stanley
46yrs
Top 1% by experience in San Antonio
Dominion Portfolio Management
46yrs
Top advisor by experience at Dominion Portfolio Management