James Estep Iii
Everest Financial Advisors · Cooper City, Florida
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.
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Specialties
Who they serve
- Pre-retirees
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 |
| Assets under management | $62.1M across 479 accounts |
| Credentials | CFP |
| Firm size | 2 employees |
| Website | everestfa.com |
| Profile |
How James Estep's firm compares
- Everest Financial Advisors's average account is about $130,000, from its Form ADV (assets managed divided by 479 accounts).
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Questions about James Estep
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Everest Financial Advisors 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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