James Hankinson
Hankinson Wealth Advisors · Greensboro, Georgia
James Hankinson is a fee-only financial advisor at Hankinson Wealth Advisors in Greensboro, Georgia, who holds the CFP, PFS and CFA credentials. Hankinson Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Hankinson Wealth Advisors |
|---|---|
| Based in | Greensboro, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $56.8M across 126 accounts |
| Credentials | CFP · PFS · CFA |
| SEC registration | Investment adviser representative in GA, LA, SC, TX · CRD 2721226 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hanksfreebook.com |
How James's firm compares
- Hankinson Wealth Advisors's average account is about $451,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about James
Is James Hankinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Hankinson Wealth 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, Hankinson Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Hankinson based?
James Hankinson is based in Greensboro, Georgia.
What credentials does James Hankinson hold?
James Hankinson holds the CFP, PFS and CFA credentials.
Is James Hankinson registered with the SEC?
Yes. James Hankinson is registered as an investment adviser representative in GA, LA, SC and TX (CRD 2721226), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hankinson Wealth Advisors manage?
Hankinson Wealth Advisors reports $56.8M across 126 accounts in assets under management.
How do I contact James Hankinson?
Through James's website, www.hanksfreebook.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
- 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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