James Noxon is a registered investment advisor at The Retirement Specialist of Central Ohio, based in Newark, OH. 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 115 clients with $19M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
115 clients
Average Client Portfolio
$164K average
Assets Under Management
$18.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Rates vary by strategy: the Circuit Breaker Protocol strategy is 2.60% and the Bull Bear strategy is 1.65%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
974 N 21st Street, Suite C1, Newark, OH, 43055
Get directionsHistory
Regulatory History (1)
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Financial
March 2021Final
Employment History
Current Registrations
The Retirement Specialist of Central Ohio
April 2026 - Present · 6 mos
State Registrations1 state
OH
Advisor
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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