James Mahaney is a ChFC-designated registered investment advisor at Mavericus Retirement Services LLC, based in Georgetown, SC, with 3 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 23 clients.
Compensation
Firm Size
IM Fee
Fee Structure
The flat fee for the initial retirement income plan and the first year of ongoing financial planning is $1,700, charged upon delivery of the plan. Starting 18 months after the agreement, a recurring flat fee of $1,700 per year is charged semi-annually at $850 per charge.
- Annuity Advice and Acquisition Service: $600 flat fee to provide annuity advice, run illustrations, and connect the client with a state-licensed insurance agent.
- Pre-Retirement Check-Up: $1,000 flat fee to assess the client's financial condition, goals, and risk tolerance in preparation for retirement.
- Hourly advice: $350 per hour.
Location
Georgetown, SC
Get directionsHistory
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 owns FinLit Solutions, LLC, established in May 2024, which provides financial education to the public but not financial or investment advice. He dedicates minimal time to the business, developing concepts and training material for financial literacy.
Employment History
Current Registrations
Mavericus Retirement Services LLC
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.