James Claiborne
James Claiborne is a ChFC-designated registered investment advisor at Financial Partners Group, INC., based in Overland Park, KS, with 34 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,146 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FPG charges a percentage of your portfolio's value annually for investment management services. This fee covers investment advice, trading, and ongoing account maintenance. The specific fee is outlined in your Investment Advisory Agreement and can vary based on the size and complexity of your portfolio. FPG's maximum annual advisory fee is 1.25%. Fees are typically deducted from your account by the custodian, but you can also pay by check.
Location
10925 Antioch Road, Suite 100, Overland Park, KS, 66210
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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 ActivitiesSells Insurance
James is the owner of Financial Partners Group, an RIA, and spends nearly full-time acting in a fiduciary capacity offering financial planning and investment services. He is also an independent insurance agent selling fixed insurance products and has ownership stakes in real estate and holding companies, as well as a tax and accounting services firm.
Employment History
Current Registrations
Financial Partners Group, INC.
Previous Registrations
Mutual Securities, INC.Broker
Cambridge Investment Research Advisors, INC.
Prism Financial Group, LLC
Cambridge Investment Research, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Guardian Investor Services CorporationBroker
Sma Equities, INC.Broker
State Registrations2 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.