James Heard is a CFP, ChFC-designated registered investment advisor at Creative Planning, based in Ponte Vedra Beach, FL, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
Ponte Vedra Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is a part owner of TrueWealth, LLC, which was formerly an investment-related firm but is now a shell company with no investment activity. TrueWealth, LLC was purchased by Creative Planning, LLC.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Truewealth Management
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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