Bobby James
TFR Capital · Plano, Texas
Bobby James is a fee-only financial advisor at TFR Capital in Plano, Texas. TFR Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Bobby →
Facts
| Firm | TFR Capital |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $403.1M across 839 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1311728 |
| Exams passed | Series 63 (1984) · Series 65 (2005) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | tfr-inc.com |
How Bobby's firm compares
- TFR Capital's average account is about $481,000, from its Form ADV (assets managed divided by 839 accounts).
Request an introduction to Bobby
Tell Bobby a little about what you're looking for. Bobby isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bobby
Is Bobby James a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bobby holds no broker registration, and TFR Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bobby charge for financial advice?
Bobby's firm, TFR Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bobby James based?
Bobby James is based in Plano, Texas.
Is Bobby James registered with the SEC?
Yes. Bobby James is registered as an investment adviser representative in TX (CRD 1311728), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does TFR Capital manage?
TFR Capital reports $403.1M across 839 accounts in assets under management.
How do I contact Bobby James?
Through Bobby's website, tfr-inc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.