James Gay is a registered investment advisor at Advus Financial Partners, LLC, based in Winter Park, FL, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 528 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Investment management fees generally range from 0.10% to 1.65% of assets under management. Wealth management combining planning and investment management ranges from $0 to $25,000 plus 0.25% to 1.65% of assets. Fees are negotiable.
Fee Estimator
Location
631 W. Morse Blvd., Suite 115, Winter Park, FL, 32789
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 Co-CEO of 3MG Solutions, LLC, a roofing and solar business, and receives a salary as a W-2 employee. He dedicates a few hours per week to this activity during trading hours.
Employment History
Current Registrations
Advus Financial Partners, LLC
Previous Registrations
Oak Square Advisors
Planmember Securities Corporation
Planmember Securities CorporationBroker
Ing Financial Advisers, 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.
Exams
More Advisors
- Mitchell Lamoriello, CFPAdvus Financial Partners, LLC
- Christina Shaffer, CFAAdvus Financial Partners, LLC
- Sally Hanley-Whitworth, CFPAdvus Financial Partners, LLC
- Ryan Evans, CFPKestra Advisory Services, LLC
- Lauren Wright, CFPAmeriprise Financial Services, LLC
- Joel Garris, CFPNelson Advisory Services, INC.