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JB
CFP
JB
CFP

James Belliston

Tanara Wealth Management LLC
24 Years of Experience
St. Augustine, FL
2 Disclosures
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James Belliston is a CFP-designated registered investment advisor at Tanara Wealth Management LLC, based in St. Augustine, FL, with 24 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 390 clients with $1.1B in assets under management.

Tanara Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
390 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.30%
$500K - $1.0M1.24%
$1.0M - $3.0M1.17%
$3.0M - $5.0M1.10%
$5.0M - $8.0M1.04%
$8.0M - $11.0M0.97%
$11.0M - $15.0M0.84%
$15.0M - $20.0M0.71%
$20.0M - $40.0M0.65%
$40M+0.65%

Cash Management+ accounts are charged a reduced fee of 0.20% per annum. Fees are negotiable for portfolios over $40,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

St. Augustine, FL

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History

Regulatory History (2)
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Customer Dispute
October 2013
Denied
Employment Separation After Allegations
July 2005
View Full SEC ReportHow to Read Disclosures
Other Business Activities

James is involved in several LLCs, including Andina Partners, Andina Research Partners, Blue Field Income I GP, K Fund Capital Management, and Mercatus Partners, primarily serving as a managing member or having ownership stakes related to private partnerships. He also acts as a consultant for Glenwood Events Center LLC.

Employment History
Current Registrations
Tanara Wealth Management LLC
April 2026 - Present · 6 mos
Previous Registrations
Andina Advisors
January 2019 - April 2026 · 7 yrs 3 mos
Andina Family Offices
September 2013 - December 2018 · 5 yrs 3 mos
Contango Capital Advisors, INC.
April 2011 - September 2013 · 2 yrs 5 mos
Knox Capital Advisors, LLC
June 2004 - April 2009 · 4 yrs 10 mos
The Capital Group Investment Advisors, LLC
June 2004 - June 2004 · 0 mos
M Holdings Securities, INC.
March 2004 - June 2004 · 3 mos
Lincoln Financial Advisors Corporation
January 2000 - March 2004 · 4 yrs 2 mos
State Registrations2 states
FLUT
Advisor

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
No exam information available for this advisor.
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