James Sias is a CFP-designated registered investment advisor at Count Your Beans Financial Planning LLC, based in Bonita, CA. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Count Your Beans FP provides investment analysis and advice, focusing on appropriate asset allocation and passive portfolio construction. They do not manage client assets directly, so there are no fees for investment management. Clients are responsible for implementing the recommendations themselves or through another advisor.
Location
Bonita, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Count Your Beans Financial Planning LLC
State Registrations1 state
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