James Brennan is a CFP-designated registered investment advisor at 1 North Wealth Services, LLC, based in Annapolis, MD, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 222 clients with $320M 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 | 1.15% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Subject to a minimum quarterly fee of $625 for accounts under $500,000. Fees are negotiable and related accounts may be combined.
Fee Estimator
Location
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD, 21401
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 →Employment History
Current Registrations
1 North Wealth Services, LLC
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.
Exams
More Advisors
- Brendan O'rourke, CFP
- Robert Johnson, CFA, CFPCharles Schwab & CO., INC.
- Robert Clark, CFPClark Company
- Kristin Long, CFPMorgan Stanley
- Woodrow Willey, CFP, PFSA.G.P / Alliance Global Partners
- Stephen James, CFP