James Rose is a CFP-designated registered investment advisor at Dollar & Sense, based in Pittsfield, MA, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 45 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Dollars & Sense does not manage client assets or have discretion over them. They provide investment advice on an hourly basis ($135/hour) or a per-project rate. They recommend no-load mutual funds and exchange-traded funds.
Location
222 South Street, Suite 103, Pittsfield, MA, 01201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James's wholly-owned company, Herrick-Rose, Inc., focuses on tax planning and preparation, which is his full-time endeavor. His CFP license allows him to provide retirement and investment planning assistance related to tax consulting.
Employment History
Current Registrations
Dollar & Sense
State Registrations1 state
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