# James Belliston

> James Belliston is a fee-only financial advisor at Tanara Wealth Management in St. Augustine, Florida, who holds the CFP credential. James focuses on retirement planning, estate & legacy planning and tax planning. Tanara Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tanara Wealth Management
- **Based in:** St. Augustine, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.09B across 2,612 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Founders (pre-exit), Family wealth transfer, Equity compensation
- **Works with:** High earners, Executives, Pre-retirees, Retirees, Multi-generational families, Founders
- **CRD:** 2402952 (https://adviserinfo.sec.gov/individual/summary/2402952)
- **SEC registration:** Investment adviser representative in FL, UT
- **Exams passed:** Series 63 (1993), Series 65 (1995)
- **Firm size:** 15 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.tanarawm.com

## Frequently asked questions

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

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

### Where is James Belliston based?

James Belliston is based in St. Augustine, Florida.

### What does James specialize in?

James's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit), family wealth transfer and equity compensation. James works with high earners, executives, pre-retirees, retirees and multi-generational families.

### What credentials does James Belliston hold?

James Belliston holds the CFP credential.

### Is James Belliston registered with the SEC?

Yes. James Belliston is registered as an investment adviser representative in FL and UT (CRD 2402952), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Tanara Wealth Management manage?

Tanara Wealth Management reports $1.09B across 2,612 accounts in assets under management.

### How do I contact James Belliston?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2402952): 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://tanarawm.com/): specialties, clients served, and fees, checked October 30, 2026

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