James Villanueva
James Villanueva is a registered investment advisor at Diversified Financial Advisors, LLC, based in Town and Country, MO, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 622 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversified Financial Advisors charges an annual fee for managing your investments, ranging from 0.25% to 1.50% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. This fee is negotiable. The fee is billed quarterly in advance, based on the value of your account on the last day of the previous quarter.
Location
14323 South Outer Forty Rd, Suite 210 South, Town and Country, MO, 63017
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 works as an insurance agent selling property and casualty insurance, dedicating about a quarter of his time to this non-investment related business.
Employment History
Current Registrations
Diversified Financial Advisors, 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.