James Flanagan
James Flanagan is a CFP-designated registered investment advisor at Centerpoint Advisory Group, LLC, based in Overland Park, KS, with 29 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 276 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiable.
Fee Estimator
Location
7450 West 130th Street, Suite 410, Overland Park, KS, 66213
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2025Other Business Activities
James is a volunteer board member for the Lee's Summit Girls Softball Association.
Employment History
Current Registrations
Centerpoint Advisory Group, LLC
LPL Financial LLCBroker
Previous Registrations
Personal Financial Group
Personal Financial Group
LPL Financial LLC
American Century Investment Services INC.Broker
American Century Advisory Services, INC.
American Century Brokerage, INC.Broker
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
State Registrations1 state
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.