# James Daniel

> James Daniel is a fee-only financial advisor at The Advisory Firm in Alpharetta, Georgia, who holds the CFP credential. The Advisory Firm reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-daniel/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Advisory Firm
- **Based in:** Alpharetta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $126.4M across 401 accounts
- **Credentials:** CFP
- **CRD:** 4567065 (https://adviserinfo.sec.gov/individual/summary/4567065)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 66 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.alpharettafinancialplanner.net

## Frequently asked questions

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

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

### Where is James Daniel based?

James Daniel is based in Alpharetta, Georgia.

### What credentials does James Daniel hold?

James Daniel holds the CFP credential.

### Is James Daniel registered with the SEC?

Yes. James Daniel is registered as an investment adviser representative in GA and TX (CRD 4567065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Advisory Firm manage?

The Advisory Firm reports $126.4M across 401 accounts in assets under management.

### How do I contact James Daniel?

Through James's website, www.alpharettafinancialplanner.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4567065): 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

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