James Pearman is a CFP, PFS-designated registered investment advisor at Partners in Financial Planning, LLC, based in Salem, VA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more. Their firm serves 389 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PIFP charges an annual retainer fee for investment management services, calculated quarterly. This fee includes both investment advice and ongoing financial planning. The total fee typically ranges from 0.25% to 1.00% per year, depending on the size and complexity of the client's accounts, whether tax preparation is involved, whether there are specifically negotiated fees, and whether they are on a historically grandfathered fee schedule. New clients are required to prepay the first three months of fees.
Contact
James Pearman
Location
421 South College Avenue, Salem, VA, 24153
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a partial owner and member of Radtec, LLC, a company that owns and operates residential apartments. He spends minimal time consulting on management decisions and preparing financial analysis and income tax returns.
Employment History
Current Registrations
Partners in Financial Planning, LLC
Previous Registrations
Fee-Only Financial Planning, L.C.
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.
Exams
Additional Information
Jim co-founded Partners in Financial Planning, LLC in 2009. He has authored the book entitled “Financial Planning for the Older Client” as well as quoted on financial planning topics in a variety of local and national publications. He is active with National Association of Personal Financial Advisors (NAPFA) and NAPFA Consumer Education Foundation (NCEF). Jim has served as an industry expert for the North American Securities Administrators Association (NASAA) Exams Advisory Project Group that develops and reviews questions for the Series 63, 65 and 66 securities exams. He holds a Bachelor of Science in Accounting from Virginia Tech and has served in the financial services industry for 50+ years. Jim enjoys being involved with his community. He chairs the boards of Feeding America Southwest Virginia, Alta Mons Inc., and serves as Treasurer of the Roanoke District of the United Methodist Church to name a few. Jim and his wife Brenda live in Salem with their cats and enjoys going to Virginia Tech sporting events, especially Hokie basketball and football.