James Franklin
Asset One · Draper, Utah
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
Facts
| Firm | Asset One |
|---|---|
| Based in | Draper, Utah |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $982.5M across 3,056 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 7327654 |
| Exams passed | Series 63 (2021) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.assetone.com |
| Profile |
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Asset One website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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