James Adams is a CFA, CFP-designated registered investment advisor at Lighthouse Wealth Management, LLC, based in Camp Hill, PA, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 93 clients with $250M 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 | 1.00% |
Standard advisory fee ranges up to 1.00% depending on the size and complexity of the client's portfolio and is generally not negotiable.
Fee Estimator
Location
210 Grandview Avenue, Camp Hill, PA, 17011
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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 →Employment History
Current Registrations
Lighthouse Wealth Management, LLC
Previous Registrations
Advisory Services Network
Mighty Oak Strong America Investment Company
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
Additional Information
James Adams (“Jimmy”) is the Chief Investment Officer of Lighthouse Wealth Management. He has two decades of financial services experience, including nine years of working with individual clients at a registered investment advisor (RIA) and a trust company. In those roles, he provided expertise in asset allocation, portfolio analytics, and financial planning, and vetted investment managers.
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