James Kilgore is a registered investment advisor at Buckeye Wealth Partners, LLC, based in Centerville, OH, with 9 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 252 clients with $68M 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 $500K | 1.45% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
203 W. Franklin St., Centerville, OH, 45459
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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 Activities
James is a board member of the Warren County Veteran Service Commission, supporting veterans, dedicating minimal time. He also owns a tax preparation business, Buckeye Wealth Partners, spending a few hours per week preparing and filing tax returns.
Employment History
Current Registrations
Buckeye Wealth Partners, LLC
Previous Registrations
Ceros Financial Services, INC.Broker
401 Advisor, LLC
Invest Capital Partners
Harbor Financial Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.