James Birks
Birks Financial · Herndon, Virginia
James Birks is a fee-only financial advisor at Birks Financial in Herndon, Virginia, who holds the CFP credential. Birks Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Birks Financial |
|---|---|
| Based in | Herndon, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $290.6M across 628 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 6758304 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.birksfinancial.com |
How James's firm compares
- Birks Financial's average account is about $463,000, from its Form ADV (assets managed divided by 628 accounts).
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Questions about James
Is James Birks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Birks Financial 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, Birks Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Birks based?
James Birks is based in Herndon, Virginia.
What credentials does James Birks hold?
James Birks holds the CFP credential.
Is James Birks registered with the SEC?
Yes. James Birks is registered as an investment adviser representative in TX and VA (CRD 6758304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birks Financial manage?
Birks Financial reports $290.6M across 628 accounts in assets under management.
How do I contact James Birks?
Through James's website, www.birksfinancial.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
- 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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