JM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B
Fee Structure
Minimum Investment:$5K
This firm offers financial planning, consulting, and asset management services. Details on fees for these services were not included in this brochure.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
Garnet Valley, PA
Get directionsRegulatory 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 →Other Business Activities
James is the President of Enable Your Enterprise LLC, a consulting business focused on AI and transformation services. This activity takes up a full-time commitment.
Employment History
Current Registrations
Wealthplan Investment Management LLC
September 2024 - Present · 1 yr 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.