JUNO Financial Group LLC
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About the firm
Juno Financial Group is an independent financial advisory firm that offers retirement plan management for employers and comprehensive wealth planning for individuals and families. With a combined 125+ years of experience, the Juno team partners with clients to deliver advice with a solution-based approach. The firm is committed to partnering with organizations making an impact in the RVA community.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement plan management including ERISA 3(21) and 3(38) fiduciary services, quarterly and annual plan reviews, customized plan design, employee education and enrollment meetings, and plan compliance consulting; investment management including tax-aware strategies, alternative investments, and portfolio monitoring and rebalancing; financial planning including retirement income strategies, insurance needs assessment, and special needs financial planning leveraging special needs trusts and ABLE accounts.
Who they serve
Employers (plan sponsors and employees), individuals, families, and plan participants across industries including aviation, construction, healthcare, information technology, medical and law, manufacturing/production, real estate, engineering, retail, transportation/logistics, accounting, and insurance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 221 | $86M |
| High Net Worth Individuals | 84 | $221M |
| Charitable Organizations | 16 | $235M |
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0-$100,000 | 1.50% |
| $100,001-$500,000 | 1.05% |
| $500,001-$1,000,000 | 1.00% |
| $1,000,001-$2,000,000 | 0.85% |
| $2,000,001-$5,000,000 | 0.65% |
| $5,000,001-$10,000,000 | 0.30% |
| Above $10,000,000 | 0.15% |
Data as of February 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JUNO Financial Group LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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