James Alfieri
Platform Wealth Advisors · Missouri City, Texas
James Alfieri is a fee-only financial advisor at Platform Wealth Advisors in Missouri City, Texas. Platform Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Platform Wealth Advisors |
|---|---|
| Based in | Missouri City, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $509.0M across 776 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 3140568 |
| Exams passed | Series 66 (1999) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | platformadvise.com/pwa-team |
How James's firm compares
- Platform Wealth Advisors's average account is about $656,000, from its Form ADV (assets managed divided by 776 accounts).
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Questions about James
Is James Alfieri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Platform Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Platform Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Alfieri based?
James Alfieri is based in Missouri City, Texas.
Is James Alfieri registered with the SEC?
Yes. James Alfieri is registered as an investment adviser representative in NJ and TX (CRD 3140568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Platform Wealth Advisors manage?
Platform Wealth Advisors reports $509.0M across 776 accounts in assets under management.
How do I contact James Alfieri?
Through James's website, platformadvise.com/pwa-team.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
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