James Belliston
Tanara Wealth Management · St. Augustine, Florida
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.
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Specialties
Who they serve
- High earners
- Executives
- Pre-retirees
- Retirees
- Multi-generational families
- Founders
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 |
| Assets under management | $1.09B across 2,612 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, UT · CRD 2402952 |
| Exams passed | Series 63 (1993) · Series 65 (1995) |
| Firm size | 15 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tanarawm.com |
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Questions about James
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.
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
- Tanara 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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