James Beenders
Tiller Private Wealth · Bethlehem, Pennsylvania
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.
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Specialties
Who they serve
- Executives
- Founders
- Physicians
- Retirees
- High earners
Facts
| Firm | Tiller Private Wealth |
|---|---|
| Based in | Bethlehem, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $730.3M across 1,409 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 2402877 |
| Exams passed | Series 63 (1993) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.tillerpw.com |
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Questions about James
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.
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
- Tiller Private Wealth 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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