# James Bailey

> James Bailey is a fee-only financial advisor at Perspective Wealth Partners in Boise, Idaho. James charges a percentage of assets and focuses on equity compensation, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/james-bailey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Perspective Wealth Partners
- **Based in:** Boise, Idaho
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $843.9M across 265 accounts
- **Specialties:** Equity compensation, Tax planning, Retirement planning
- **Works with:** Executives, Tech employees, Retirees, Early-career professionals, High earners, Founders
- **CRD:** 5125409 (https://adviserinfo.sec.gov/individual/summary/5125409)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 65 (2006)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.perspectivewealth.com/

## Frequently asked questions

### Is James Bailey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Perspective Wealth Partners 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 charges a percentage of assets.

### Where is James Bailey based?

James Bailey is based in Boise, Idaho.

### What does James specialize in?

James's specialties include equity compensation, tax planning and retirement planning. James works with executives, tech employees, retirees, early-career professionals and high earners.

### Is James Bailey registered with the SEC?

Yes. James Bailey is registered as an investment adviser representative in ID (CRD 5125409), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Perspective Wealth Partners manage?

Perspective Wealth Partners reports $843.9M across 265 accounts in assets under management.

### How do I contact James Bailey?

Through James's website, www.perspectivewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5125409): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://perspectivewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.