James Daniel
The Advisory Firm · Alpharetta, Georgia
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.
Request an introduction to James →
Facts
| Firm | The Advisory Firm |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $126.4M across 401 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 4567065 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.alpharettafinancialplanner.net |
How James's firm compares
- The Advisory Firm's average account is about $315,000, from its Form ADV (assets managed divided by 401 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
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.
See something wrong? Request a correction. Read our methodology.