James Holmes
Three Magnolias Financial Advisors · Winston Salem, North Carolina
James Holmes is a fee-only financial advisor at Three Magnolias Financial Advisors in Winston Salem, North Carolina. Three Magnolias Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Three Magnolias Financial Advisors |
|---|---|
| Based in | Winston Salem, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $487.1M across 1,632 accounts |
| SEC registration | Investment adviser representative in NC · CRD 2174697 |
| Exams passed | Series 63 (1991) · Series 65 (1993) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.threemagnoliasfinancialadvisors.com |
| Profile |
How James's firm compares
- Three Magnolias Financial Advisors's average account is about $298,000, from its Form ADV (assets managed divided by 1,632 accounts).
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Questions about James
Is James Holmes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Three Magnolias Financial 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, Three Magnolias Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Holmes based?
James Holmes is based in Winston Salem, North Carolina.
Is James Holmes registered with the SEC?
Yes. James Holmes is registered as an investment adviser representative in NC (CRD 2174697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Three Magnolias Financial Advisors manage?
Three Magnolias Financial Advisors reports $487.1M across 1,632 accounts in assets under management.
How do I contact James Holmes?
Through James's website, www.threemagnoliasfinancialadvisors.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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