James Blankenship
Blankenship Financial Planning · New Berlin, Illinois
James Blankenship is a fee-only financial advisor at Blankenship Financial Planning in New Berlin, Illinois, who holds the CFP credential. Blankenship Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blankenship Financial Planning |
|---|---|
| Based in | New Berlin, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $18.4M across 65 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 4638986 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.getyourfinancialducksinarow.com |
How James's firm compares
- Blankenship Financial Planning's average account is about $282,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about James
Is James Blankenship a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Blankenship Financial Planning 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, Blankenship Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Blankenship based?
James Blankenship is based in New Berlin, Illinois.
What credentials does James Blankenship hold?
James Blankenship holds the CFP credential.
Is James Blankenship registered with the SEC?
Yes. James Blankenship is registered as an investment adviser representative in IL (CRD 4638986), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blankenship Financial Planning manage?
Blankenship Financial Planning reports $18.4M across 65 accounts in assets under management.
How do I contact James Blankenship?
Through James's website, www.getyourfinancialducksinarow.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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