James Dearing
James Dearing is a CFP-designated registered investment advisor at Wealth Ambassadors, LLC, based in Lake St. Louis, MO, with 27 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, Retirement Planning, and 1 more. Their firm serves 203 clients with $60M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1831 Lake St. Louis Blvd., Lake St. Louis, MO, 63367
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 a fixed life insurance agent since 2012, dedicating minimal time to this activity. He also serves as a board member for a charitable organization and co-owns a health consulting business and a group coaching business, each requiring minimal time commitment.
Employment History
Current Registrations
Wealth Ambassadors, LLC
Previous Registrations
Renaissance Financial Corporate Education LLC
Securian Financial Services, INC.
Rf Advisors LLC
State Registrations4 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.