James Weeks is a CFP-designated registered investment advisor at Allegiance Financial Planning, based in Eagle, ID, with 9 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, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 2 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Allegiance Financial Planning offers investment consultation services, providing information on investment options, analysis, and strategies. They assist in setting up investment accounts at a broker/dealer or custodian, but clients make all final decisions. This service is offered at an hourly rate.
Location
5740 W Polecat Drive, Eagle, ID, 83616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Allegiance Financial Planning
Previous Registrations
Ernst & Young Investment Advisers LLP
Allegiance Financial Planning
Personal Capital Advisors Corporation
Lotusgroup Advisors
Weeks Financial Planning, LLC
Strategic Advisers, INC.
Chase Investment Services CORP.
Tiaa-Cref Trust Company, Fsb
Wells Fargo Investments, 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.