James Estep
Everest Financial Advisors · Cooper City, Florida
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.
Request an introduction to James →
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 | $62.1M across 479 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA · CRD 5758873 |
| Exams passed | Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.everestfa.com |
How James's firm compares
- Everest Financial Advisors's average account is about $130,000, from its Form ADV (assets managed divided by 479 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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cooper City
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.