# James Estep

> James Estep is a fee-only financial advisor at Everest Financial Advisors in Cooper City, Florida, who holds the CFP credential. 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/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Everest Financial Advisors
- **Based in:** Cooper City, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $62.1M across 479 accounts
- **Credentials:** CFP
- **CRD:** 5758873 (https://adviserinfo.sec.gov/individual/summary/5758873)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 65 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.everestfa.com/

## Frequently asked questions

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

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

### Where is James Estep based?

James Estep is based in Cooper City, Florida.

### What credentials does James Estep hold?

James Estep holds the CFP credential.

### Is James Estep registered with the SEC?

Yes. James Estep is registered as an investment adviser representative in FL and GA (CRD 5758873), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### 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?

Through James's website, www.everestfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5758873): 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.