James Harvey
Integrity First Financial Planning, LLC · Colorado Springs, Colorado
James Harvey is a fee-only financial advisor at Integrity First Financial Planning, LLC in Colorado Springs, Colorado, who holds the CFP, CPA and PFS credentials. James charges a percentage of assets and hourly fees ($175 an hour and 0.5% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | Integrity First Financial Planning, LLC |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $175 an hour · 0.5% a year on the first tier of assets managed |
| Assets under management | $14.7M across 47 accounts |
| Credentials | CFP · CPA · PFS |
| SEC registration | Investment adviser representative in CO · CRD 7225598 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | integrityfirstfp.com |
| Profile |
How James's firm compares
- The hourly rate is $175, below the Colorado median of $290 for fee-only firms that publish prices.
- Integrity First Financial Planning, LLC's average account is about $313,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about James
Is James Harvey a fee-only financial advisor?
Yes. James Harvey is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by James's firm.
How does James charge for financial advice?
James charges a percentage of assets and hourly fees.
How much does James charge?
According to Integrity First Financial Planning, LLC's website, checked October 28, 2026: $175 an hour; 0.5% a year on the first tier of assets managed.
Where is James Harvey based?
James Harvey is based in Colorado Springs, Colorado.
What does James specialize in?
James's specialties include retirement planning.
What credentials does James Harvey hold?
James Harvey holds the CFP, CPA and PFS credentials.
Is James Harvey registered with the SEC?
Yes. James Harvey is registered as an investment adviser representative in CO (CRD 7225598), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Integrity First Financial Planning, LLC manage?
Integrity First Financial Planning, LLC reports $14.7M across 47 accounts in assets under management.
How do I contact James Harvey?
Through James's website, integrityfirstfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Integrity First Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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