James Bailey
Perspective Wealth Partners · Boise, Idaho
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.
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Specialties
Who they serve
- Executives
- Tech employees
- Retirees
- Early-career professionals
- High earners
- Founders
Facts
| Firm | Perspective Wealth Partners |
|---|---|
| Based in | Boise, Idaho |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $843.9M across 265 accounts |
| SEC registration | Investment adviser representative in ID · CRD 5125409 |
| Exams passed | Series 65 (2006) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.perspectivewealth.com |
| Profile |
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Questions about James
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.
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
- Perspective Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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