James Blazer
James Blazer is a CFP-designated registered investment advisor at Wealth Planning Group, INC., based in Valencia, CA, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 162 clients with $47M 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 | 1.50% |
Fees are negotiated and range from 0.75% to 1.50% annually, determined by the scope and complexity of the portfolios under management.
Fee Estimator
Location
25152 Springfield Court, Suite 345, Valencia, CA, 91355
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 involved in outside insurance sales since 2003 and offers financial planning and wealth management through Wealth Planning Group, Inc. He also provides recording and live music performance services, dedicating minimal time, and provides various insurance products through WPG Insurance Services, dedicating about 10% of his time.
Employment History
Current Registrations
Wealth Planning Group, INC.
Previous Registrations
Strategic Wealth Advisors Group
LPL Financial Corporation
Associated Securities CORP.
Royal Alliance Associates, INC.
The Estate Management Group, INC.
Linsco/private Ledger CORP.
A. G. Edwards & Sons, INC.
State Registrations1 state
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