RIA Intel›Advisers›Wisconsin›JBY FINANCIAL PLANNING LLC

JBY FINANCIAL PLANNING LLC

Advisory

WI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$35K

across 21 accounts

AUM per adviser

$730K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$730K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$730K

Discretionary AUM$730K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

The full client-type breakdown and the share of AUM each category represents.

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J KAISER MANAGEMENT, LLC

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