James Beard
LoneTree Wealth Management · Memphis, Tennessee
James Beard is a fee-only financial advisor at LoneTree Wealth Management in Memphis, Tennessee. James focuses on equity compensation. LoneTree Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | LoneTree Wealth Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $47.1M across 361 accounts |
| SEC registration | Investment adviser representative in LA, TN, TX · CRD 6081183 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | lonetreewealth.com |
How James's firm compares
- LoneTree Wealth Management's average account is about $130,000, from its Form ADV (assets managed divided by 361 accounts).
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Questions about James
Is James Beard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and LoneTree Wealth Management 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, LoneTree Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Beard based?
James Beard is based in Memphis, Tennessee.
What does James specialize in?
James's specialties include equity compensation.
Is James Beard registered with the SEC?
Yes. James Beard is registered as an investment adviser representative in LA, TN and TX (CRD 6081183), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LoneTree Wealth Management manage?
LoneTree Wealth Management reports $47.1M across 361 accounts in assets under management.
How do I contact James Beard?
Through James's website, lonetreewealth.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
- LoneTree Wealth Management 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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