James Blankenship
James Blankenship is a CFP-designated registered investment advisor at Blankenship Financial Planning, LTD., based in New Berlin, IL, with 22 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, Investment Management, Middle Income, and 2 more. Their firm serves 67 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fee Estimator
Contact
James Blankenship
Location
116 West Illinois, Po Box 51, New Berlin, IL, 62670-0051
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 Activities
James is the treasurer for the New Berlin Fire Protection District since 2006, spending minimal time receiving and paying bills, running payroll, and maintaining tax filings. He is also the treasurer for the Sangamon County Fair Association since 2005, dedicating a few hours per week to reviewing and signing checks and assisting with fiscal decisions.
Employment History
Current Registrations
Blankenship Financial Planning, LTD.
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.
Exams