# James Franklin

> James Franklin is a fee-only financial advisor at Asset One in Draper, Utah, who holds the CFP credential. James focuses on retirement planning. Asset One reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-franklin-7327654/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Asset One
- **Based in:** Draper, Utah
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $982.5M across 3,056 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees, Tech employees
- **CRD:** 7327654 (https://adviserinfo.sec.gov/individual/summary/7327654)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (2021)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.assetone.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Asset One 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, Asset One, reports charging a percentage of assets on its SEC Form ADV.

### Where is James Franklin based?

James Franklin is based in Draper, Utah.

### What does James specialize in?

James's specialties include retirement planning. James works with retirees, pre-retirees and tech employees.

### What credentials does James Franklin hold?

James Franklin holds the CFP credential.

### Is James Franklin registered with the SEC?

Yes. James Franklin is registered as an investment adviser representative in UT (CRD 7327654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Asset One manage?

Asset One reports $982.5M across 3,056 accounts in assets under management.

### How do I contact James Franklin?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7327654): 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
- The firm's website (https://www.assetone.com/): specialties, clients served, and fees, checked October 30, 2026

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