James Nelson is a CFP-designated registered investment advisor at Affinity Wealth Management LLC, based in Wilmington, DE, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 664 clients with $870M 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 | 1.50% |
Annual investment advisory fees range from 0.50% to 1.50% based on complexity, asset level, and relationship scope. Fees are negotiable at the sole discretion of Affinity Wealth Management.
Fee Estimator
Location
2751 Centerville Road, Suite 110, Wilmington, DE, 19808
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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 financial planner with Wheeler Financial LLC, dedicating full-time hours to this role. He also serves as a board member for the Catholic Youth Sports Board and owns Big League Haircuts, spending about 10-20% of his time on bookkeeping and operations.
Employment History
Current Registrations
Affinity Wealth Management LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
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