James B. Stanhouse
STANHOUSE FINANCIAL PLANNING AND MANAGEMENT
Duluth, GA 30096-8688
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CRD#: 5672650
Professional summary
James Brian Stanhouse, CFP® is a registered financial advisor currently at STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC located in Duluth, Georgia.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. James has worked at 1 firm and has passed the Series 65 exam.
Biography
Jim volunteers with Clark Howard's Consumer Action Center answering consumer's financial questions.
He completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program through Emory University and passed the rigorous two-day 10-hour CFP® Certification Examination. He will be authorized to use the CFP® mark of distinction after completing the CFP Board of Standard’s specific experience requirements. In addition to NAPFA, Jim is an active member of the Financial Planning Association (FPA), and The Garrett Planning Network, Inc.
Jim graduated from Siena College in New York State with a BBA degree in Accounting and received a CPA certificate after working with the accounting firm, KPMG, LLP. He also holds a Masters degree in Business Administration, earned in 1985 from University of New York at Albany.
Jim is self-described as frugal and a long-time, long-term personal investor. When not working, he enjoys spending time at home with his wife and their daughter and two dogs, sailing, camping, and hiking. As of July 4th, 2011, Jim has completed, his 20th consecutive Peachtree 10K Road Race. He is an active member of his local church and has also volunteered in the IRS VITA program.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Social Security Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Middle Income Client Needs
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view James Brian Stanhouse's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
June 11, 2009 - Present
STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC
Office #1: 3235 Satellite Blvd. Bldg 400, Suite 300, Duluth, GA 30096-8688RIA
CRD#: 150494
Duluth, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(6/11/2009)
IAR
Texas(9/8/2020)
Current Firm
SF
STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC
OAKWORTH FINANCIAL PLANNING AND MANAGEMENT, LLC | STANHOUSEFP | STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC
CRD#: 150494 / SEC#:
Georgia
Registered Investment Advisory firm - (6/11/2009 Approved)Texas
Registered Investment Advisory firm - (9/8/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3235 Satellite Blvd. Bldg 400, Suite 300, Duluth, GA 30096-8688
Mailing Address
Phone number
(404) 538-0307
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 77 |
| AUM (Assets Under Management) | $ 31,109,682 |
Red Flags
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Company Information
STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC
CRD#: 150494Duluth, GA 30096-8688TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
