James Chapman
James Chapman is a CFP-designated registered investment advisor at Aragon Family Office LLC, based in Homewood, AL, 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 High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee. Fees may be negotiable.
Fee Estimator
Location
3036 Independence Drive, Homewood, AL, 35209
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2026Other Business ActivitiesSells Insurance
James is involved in various outside insurance brokerage businesses and serves as a board member for the Boys and Girls Clubs of Central Alabama and its foundation, dedicating minimal time to these roles. He is also a general member of the Monday Morning Quarterback Club and attends meetings for the Estate Planning Council of Birmingham.
Employment History
Current Registrations
Aragon Family Office LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.