James Davis
Partnership Financial LLC · Columbus, Ohio
James Davis is a fee-only financial advisor at Partnership Financial LLC in Columbus, Ohio, who holds the CFP credential. James charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $1,500) and focuses on estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
Facts
| Firm | Partnership Financial LLC |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · One-time plans from $1,500 · No asset minimum |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, OH · CRD 5419030 |
| Exams passed | Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | partnershipfinancial.com |
How James's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Ohio median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, in line with the Ohio median of $1,500 for fee-only firms that publish prices.
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Questions about James
Is James Davis a fee-only financial advisor?
Yes. James Davis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by James's firm.
How does James charge for financial advice?
James charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does James charge?
According to Partnership Financial LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $1,500; no asset minimum.
Where is James Davis based?
James Davis is based in Columbus, Ohio.
What does James specialize in?
James's specialties include estate & legacy planning and retirement planning. James works with early-career professionals, pre-retirees and retirees.
What credentials does James Davis hold?
James Davis holds the CFP credential.
Is James Davis registered with the SEC?
Yes. James Davis is registered as an investment adviser representative in FL and OH (CRD 5419030), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact James Davis?
Through James's website, partnershipfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Partnership Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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