Carly James is a registered investment advisor at Severn Financial Advisors, LLC, based in Annapolis, MD, with 4 years of industry experience. Carly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Personal Financial Profile - A quantitative analysis of your financial position and objectives as they relate to net worth, cash flow, protection analysis, and one accumulation goal: $500 - $750
- Personal Financial Analysis - A quantitative analysis of your financial position and objectives as they relate to financial position, protection planning, investment planning, income tax planning, retirement planning, and estate planning: $1,000 - $4,000
- Limited Consulting Services - Research and analysis of a specific planning issue, e.g., the tax and cash-flow consequences of a specific transaction: $100 - $200 per hour
Location
1610 West Street, Suite 105, Annapolis, MD, 21401
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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
Carly is a yoga teacher at Yoga Factory, LLC since January 2023. This activity is not investment-related and takes minimal time during business hours.
Employment History
Current Registrations
Severn Financial Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations13 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.