James Behr
Stillwater Private Wealth · Mt. Pleasant, South Carolina
James Behr is a fee-only financial advisor at Stillwater Private Wealth in Mt. Pleasant, South Carolina. James charges a percentage of assets and a flat fee or retainer and focuses on equity compensation, retirement planning and student loans.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Retirees
- Founders
- Tech employees
Facts
| Firm | Stillwater Private Wealth |
|---|---|
| Based in | Mt. Pleasant, South Carolina |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $176.8M across 458 accounts |
| SEC registration | Investment adviser representative in SC · CRD 6275060 |
| Exams passed | Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.swprivatewealth.com |
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Questions about James
Is James Behr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Stillwater 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 charges a percentage of assets and a flat fee or retainer.
Where is James Behr based?
James Behr is based in Mt. Pleasant, South Carolina.
What does James specialize in?
James's specialties include equity compensation, retirement planning, student loans, small business owners, estate & legacy planning and tax planning. James works with high earners, pre-retirees, retirees, founders and tech employees.
Is James Behr registered with the SEC?
Yes. James Behr is registered as an investment adviser representative in SC (CRD 6275060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stillwater Private Wealth manage?
Stillwater Private Wealth reports $176.8M across 458 accounts in assets under management.
How do I contact James Behr?
Through James's website, www.swprivatewealth.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
- Stillwater 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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