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JM
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James Meter

Realta Investment Advisors, INC
18 Years of Experience
Reno, NV
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

James Meter is a registered investment advisor at Realta Investment Advisors, INC, based in Reno, NV, with 18 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 1,231 clients with $390M in assets under management.

Realta Investment Advisors, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
1,231 clients
Average Client Portfolio
$313K average
Assets Under Management
$385.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Reno, NV

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2023
Closed-No Action
Customer Dispute
June 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is the President and Owner of Tahoe Financial Planning, LLC, offering financial planning services including securities sales, investment advisory, and fixed insurance. He is also an Investment Advisor Representative at Realta Investment Advisors, Inc. and an independent life insurance agent selling fixed insurance products, fixed annuities, life insurance, and long-term care; these activities each take nearly full-time hours.

Employment History
Current Registrations
Realta Investment Advisors, INC
January 2024 - Present · 2 yrs 9 mos
Realta Equities, INC.
January 2024 - Present · 2 yrs 9 mos
Realta Equities, INC.Broker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Cabin Securities, INC.Broker
May 2023 - January 2024 · 8 mos
Center Street Advisors, INC.
April 2015 - May 2023 · 8 yrs 1 mo
Center Street Securities, INC.Broker
August 2013 - May 2023 · 9 yrs 9 mos
Brookstone Capital Management LLC
March 2013 - April 2015 · 2 yrs 1 mo
Tahoe Financial Planning LLC
February 2008 - November 2009 · 1 yr 9 mos
American General Securities IncorporatedBroker
August 2005 - December 2005 · 4 mos
PFS Investments INC.Broker
August 2002 - July 2005 · 2 yrs 11 mos
State Registrations5 states
CAFLGANVWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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