James Livingston
James Livingston is a registered investment advisor at Livingston Financial Planning, INC., based in Santa Rosa Beach, FL, with 1 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, Retirement Planning, and 1 more. Their firm serves 15 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Livingston Financial Planning provides investment management services through non-discretionary accounts. Clients must approve each investment decision. The firm typically recommends Altruist Financial LLC as the custodian. If a client does not wish to place their assets with Altruist, then Livingston Financial Planning potentially may not be able to manage their account under certain types of investment management services engagements. The firm's fees are based on an hourly rate of $285 per hour, or a retainer fee determined on a case-by-case basis.
Location
2050 W County Hwy 30A, M1-Unit 230, Santa Rosa Beach, FL, 32459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Livingston Financial Planning, INC.
State Registrations3 states
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