James Fisher
James Fisher is a PFS-designated registered investment advisor at Theus Wealth Advisors, based in Whitehouse, OH, with 13 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 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Marathon Financial Group does not charge a separate fee for selecting third-party asset managers. Instead, the chosen asset manager deducts advisory fees directly from your account, and Marathon Financial Group shares in that fee. These advisory fees are established by each individual asset manager.
Location
6841 Providence Street, PO Box 2673, Whitehouse, OH, 43571
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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 owns commercial and residential rental properties since 2000, farmland rented since 1993, and is a CPA/owner of The CPA Advantage LLC since 1997, taking about half of his time. He also sells fixed life and annuity products through Fisher Wealth Creations, LLC, dedicating a few hours per week.
Employment History
Current Registrations
Theus Wealth Advisors
Previous Registrations
Signature Investments, INC.
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.