James Henry
Uptick Partners · Summerville, Georgia
James Henry is a fee-only financial advisor at Uptick Partners in Summerville, Georgia, who holds the CFP credential. Uptick Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uptick Partners |
|---|---|
| Based in | Summerville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 3,886 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 5783348 |
| Exams passed | Series 63 (2010) · Series 66 (2011) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.holisticplanning.com |
How James's firm compares
- Uptick Partners's average account is about $274,000, from its Form ADV (assets managed divided by 3,886 accounts).
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Questions about James
Is James Henry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Uptick Partners 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, Uptick Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Henry based?
James Henry is based in Summerville, Georgia.
What credentials does James Henry hold?
James Henry holds the CFP credential.
Is James Henry registered with the SEC?
Yes. James Henry is registered as an investment adviser representative in GA and TX (CRD 5783348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uptick Partners manage?
Uptick Partners reports $1.06B across 3,886 accounts in assets under management.
How do I contact James Henry?
Through James's website, www.holisticplanning.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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