James Bailes
James Bailes is a CFP, PFS-designated registered investment advisor at Wealth Management Investment Advisors, LLC, based in Spring, TX, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 252 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WMA Financial does not directly manage investments. Instead, they recommend third-party money managers. WMA Financial is paid a portion of the advisory fee that the third party money manager charges the client.
Location
18935 I-45 North, Spring, TX, 77389
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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 is a partner with Bailes Bates & Associates, LLP, an accounting and tax planning practice, dedicating most of his time to this. He also works as an independent insurance agent and owns Wealth Management Investment Advisors, LLC.
Employment History
Current Registrations
Wealth Management Investment Advisors, LLC
Previous Registrations
Wealth Management Investment Advisors, LLC
Wealth Management Investment Advisors, LLC
Regal Investment Advisors LLC
Onyx Wealth Advisors, INC.
Princor Financial Services Corporation
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.