James Stanhouse
James Stanhouse is a registered investment advisor at Stanhouse Financial Planning and Management, LLC, based in Duluth, GA, 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 48 clients with $33M 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 $250K | 0.95% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.60% |
Subject to a minimum annual fee of $2,000. Fees are negotiable at the discretion of the firm principal.
Fee Estimator
Contact
James Stanhouse
Location
3235 Satellite Blvd., Bldg 400, Suite 300, Duluth, GA, 30096-8688
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 →Employment History
Current Registrations
Stanhouse Financial Planning and Management, LLC
State Registrations2 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.
Exams
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