James Walker is a CFP-designated registered investment advisor at The Financial Forge, LLC, based in Mendham, NJ. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Medical Professionals, Retirement Planning, and 1 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Comprehensive financial plan — $1,500 to $3,000 per plan, covering retirement, savings, and tax strategies
- Hourly consulting — $200 to $400 per hour for ongoing advice and specific financial questions
- Custom dashboards or visual tools — quoted individually per project
One-Time Plan:$1,500 - $3,000
Hourly Rate:$200 - $400/hr
Loading...
Location
Mendham, NJ
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
The Financial Forge, LLC
August 2026 - Present · 2 mos
State Registrations1 state
NJ
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.
More Advisors
- Michael Greco, CFP, ChFCGci Financial Group
- Matthew Sherbine, CFPGci Financial Group
- James Hofmann, CFPWells Fargo Advisors
- William Burke, CFP, ChFCRaymond James Financial Services Advisors, INC
- Gabor Nagy, CFP, ChFC
- David Gray, CFPParisi Gray Wealth Management, LLC