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JH
CFP
JH
CFP

James Hastings

Hightower Advisors, LLC
13 Years of Experience
Lexington, MA
Sells Insurance
View SEC Summary
View SEC Summary

James Hastings is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Lexington, MA, with 13 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, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Hightower Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1044 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

12 Waltham St., Lexington, MA, 02421

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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 ActivitiesSells Insurance

James is the treasurer for Framingham State University MA Foundation, managing private gifts on behalf of the University since 2019. This requires a few hours per week and does not occur during trading hours.

Employment History
Current Registrations
Hightower Advisors, LLC
October 2019 - Present · 7 yrs
Previous Registrations
Lexington Wealth Management, INC.
July 2013 - December 2019 · 6 yrs 5 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.
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