JOS Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
JOS Planning Firm LLC provides investment management primarily through third-party Outside Managers for pooled or institutional-type arrangements and also offers financial planning, project-based planning, and financial coaching services. The firm operates as a fee-only registered investment adviser and typically facilitates implementation and account access through independent custodians rather than holding client assets directly.
The firm emphasizes selection and ongoing due diligence of other advisers, reviewing Outside Managers’ investment philosophies, performance, compliance, and business enterprise risks as part of its service model. Portfolios may combine passive and active strategies, incorporate socially responsible/ESG options when requested, and accommodate client-imposed security or sector restrictions, with discretionary trading generally delegated to the selected Outside Manager or TAMP.
Distinctive elements include offering educational seminars and speaking engagements and providing endorsement and sponsorship management services—offerings that are uncommon among peers in this firm category. The firm is newly formed and currently reports no assets under management; it also offers hands-on financial coaching with regular client contact while relying on Outside Managers for custody and voting of client securities.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
Retirement income strategy
Occupation focus
Professional Athlete
Founder/Business Owner
Demographic focus
Young Professionals
Fee options
Project-Based Financial Planning fees range from $250 to $12,500; Financial Coaching from $600 to $1,200; Educational Seminars from $2,500 to $5,000
$0 - $100,000: 1.25% $100,001 - $500,000: 1.10% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,500,000: 0.80% $3,500,001+: 0.65%
Ongoing Financial Planning fees range from $300 to $784 monthly or $2,500 to $2,875 quarterly
Fee-only: Fixed fees for Financial Planning, Financial Coaching, Educational Seminars, and Project-Based Planning
Main office location
JOS Planning
5900 Balcones Dr., Ste 100
Austin TX 78731, United States
Number of offices
1
Most active in
JOS Planning has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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
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