James Bloomer
Bloomer Financial Planning · Doylestown, Pennsylvania
James Bloomer is a fee-only financial advisor at Bloomer Financial Planning in Doylestown, Pennsylvania, who holds the CFP credential. Bloomer Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bloomer Financial Planning |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $36M across 12 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7257216 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bloomerfp.com |
| Profile |
How James's firm compares
- Bloomer Financial Planning's average account is about $3.0 million, from its Form ADV (assets managed divided by 12 accounts).
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Questions about James
Is James Bloomer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Bloomer 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, Bloomer Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Bloomer based?
James Bloomer is based in Doylestown, Pennsylvania.
What credentials does James Bloomer hold?
James Bloomer holds the CFP credential.
Is James Bloomer registered with the SEC?
Yes. James Bloomer is registered as an investment adviser representative in PA (CRD 7257216), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bloomer Financial Planning manage?
Bloomer Financial Planning reports $36M across 12 accounts in assets under management.
How do I contact James Bloomer?
Through James's website, www.bloomerfp.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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