Alison A. James

WORTHWISE FINANCIAL PARTNERS

Houston, TX

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CRD#: 7438882

Professional summary

Alison Anne James, CFP®, who also goes by Alison Anne Mcilvain, is a registered financial advisor currently at WORTHWISE FINANCIAL PARTNERS located in Houston, Texas.

Alison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alison has worked at 1 firm .

Biography

Alison James is a CERTIFIED FINANCIAL PLANNER™ professional, and a Project Management Professional® with a degree in Economics and English from Rice University. Prior to founding WorthWise, Alison worked with large companies for over 20 years to help their employees protect their families and achieve financial goals through retirement and insurance programs.

Question & Answer

What are your service offerings?

Budgeting

Education Planning

Comprehensive Financial Planni...

Debt Management

Retirement Planning

Investment Planning

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

College/Education Planning

Generation X

LGBT Couples and Families

Middle Income Client Needs

Millennials

Women's Financial Planning Iss...

Are you a "fiduciary"?

Yes

Aliases

Alison Anne Mcilvain

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alison Anne James'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^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 21, 2021 - Present

WORTHWISE FINANCIAL PARTNERS

RIA

CRD#: 316812

Houston, TX

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

Texas
(10/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WORTHWISE FINANCIAL PARTNERS

WORTHWISE FINANCIAL PARTNERS | WORTHWISE FINANCIAL PARTNERS, LLC

CRD#: 316812 / SEC#:

Texas

Registered Investment Advisory firm - (10/21/2021 Approved)

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Contact information

Main Address

Houston, TX

Mailing Address

21175 State Highway 249 #234, Houston, TX 77070-1655

Phone number

(832) 838-9473

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	116
AUM (Assets Under Management)	$ 15,933,295

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Alison A. James

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alison Anne James's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORTHWISE FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

WORTHWISE FINANCIAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WORTHWISE FINANCIAL PARTNERS

TRUST BUT VERIFY

Contact information

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