James Lineweaver
James Lineweaver is a CFP-designated registered investment advisor at Lineweaver Wealth Advisors, based in Valley View, OH, with 33 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, Education Planning, Estate Planning, and 6 more. Their firm serves 2,134 clients with $1.1B 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 | 1.85% |
| $500K - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are typically billed monthly in arrears based on average daily balance. Fees are negotiable, and household accounts may be combined to reach lower fee tiers.
Fee Estimator
Location
9035 Sweet Valley Drive, Valley View, OH, 44125
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 ActivitiesSells Insurance
James is the President of Lineweaver Financial Group, where he manages the firm and sells insurance products and investments, taking about half of his time. He also owns multiple rental properties and LFG Tax Services, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Lineweaver Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
Spc
Sigma Financial CorporationBroker
Financial Management Strategies, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
The Paul Revere Variable Annuity Insurance CompanyBroker
Washington Square Securities, INC.Broker
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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