James Johnson
James Johnson is a CFP-designated registered investment advisor at Varra Wealth Management LLC, based in Louisville, CO, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 430 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Location
1849 Cherry St., Unit 16, Louisville, CO, 80027
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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 ActivitiesSells Insurance
James operates under the DBAs Varra Financial Associates and Varra Financial for his LPL business. He is also an IAR for Varra Wealth Management, LLC, spending nearly full-time on this activity, and a solicitor/agent for Rocky Mountain Insurance Network, dedicating about 10% of his time.
Employment History
Current Registrations
Varra Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Country Capital Management CompanyBroker
State Registrations15 states
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.