Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5K
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Location

Garnet Valley, PA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

James is the President of Enable Your Enterprise LLC, a consulting business focused on AI and transformation services. This activity takes up a full-time commitment.

Employment History
Current Registrations
Wealthplan Investment Management LLC
September 2024 - Present · 1 yr 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.