# James Estep Iii

> James Estep Iii is a fee-only financial advisor at Everest Financial Advisors in Cooper City, Florida, who holds the CFP credential. James Estep focuses on retirement planning, tax planning and estate & legacy planning. Everest Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-estep-iii/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Everest Financial Advisors
- **Based in:** Cooper City, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $62.1M across 479 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Pension planning
- **Works with:** Pre-retirees
- **Firm size:** 2 employees
- **Website:** http://everestfa.com

## Frequently asked questions

### Is James Estep Iii a fee-only financial advisor?

Yes. James Estep Iii is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does James Estep charge for financial advice?

James Estep's firm, Everest Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Estep Iii based?

James Estep Iii is based in Cooper City, Florida.

### What does James Estep specialize in?

James Estep's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. James Estep works with pre-retirees.

### What credentials does James Estep Iii hold?

James Estep Iii holds the CFP credential.

### How much does Everest Financial Advisors manage?

Everest Financial Advisors reports $62.1M across 479 accounts in assets under management.

### How do I contact James Estep Iii?

Through James Estep's website, everestfa.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/james-estep-iii-10984): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.everestfa.com/): specialties, clients served, and fees, checked October 28, 2026

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