Alison James
WorthWise Financial Partners, LLC · Houston, Texas
Alison James is a fee-only financial advisor at WorthWise Financial Partners, LLC in Houston, Texas, who holds the CFP credential. Alison focuses on retirement planning and student loans. WorthWise Financial Partners, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | WorthWise Financial Partners, LLC |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $23.2M across 151 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7438882 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | worthwisefp.com |
| Profile |
How Alison's firm compares
- WorthWise Financial Partners, LLC's average account is about $154,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Alison
Is Alison James a fee-only financial advisor?
Yes. Alison James is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alison's firm.
How does Alison charge for financial advice?
Alison's firm, WorthWise Financial Partners, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alison James based?
Alison James is based in Houston, Texas.
What does Alison specialize in?
Alison's specialties include retirement planning and student loans.
What credentials does Alison James hold?
Alison James holds the CFP credential.
Is Alison James registered with the SEC?
Yes. Alison James is registered as an investment adviser representative in TX (CRD 7438882), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does WorthWise Financial Partners, LLC manage?
WorthWise Financial Partners, LLC reports $23.2M across 151 accounts in assets under management.
How do I contact Alison James?
Through Alison's website, worthwisefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- WorthWise Financial Partners, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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