# James Beenders

> James Beenders is a fee-only financial advisor at Tiller Private Wealth in Bethlehem, Pennsylvania, who holds the CFP credential. James focuses on founders (pre-exit), small business owners and physicians & residents. Tiller Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tiller Private Wealth
- **Based in:** Bethlehem, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $730.3M across 1,409 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Small business owners, Physicians & residents, Family wealth transfer
- **Works with:** Executives, Founders, Physicians, Retirees, High earners
- **CRD:** 2402877 (https://adviserinfo.sec.gov/individual/summary/2402877)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1993)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.tillerpw.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Tiller Private Wealth 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, Tiller Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Beenders based?

James Beenders is based in Bethlehem, Pennsylvania.

### What does James specialize in?

James's specialties include founders (pre-exit), small business owners, physicians & residents and family wealth transfer. James works with executives, founders, physicians, retirees and high earners.

### What credentials does James Beenders hold?

James Beenders holds the CFP credential.

### Is James Beenders registered with the SEC?

Yes. James Beenders is registered as an investment adviser representative in PA and TX (CRD 2402877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tiller Private Wealth manage?

Tiller Private Wealth reports $730.3M across 1,409 accounts in assets under management.

### How do I contact James Beenders?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2402877): 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://tillerpw.com/): specialties, clients served, and fees, checked October 30, 2026

---

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