James Holtzman
Legend Financial Advisors, Inc. · Pittsburgh, Pennsylvania
James Holtzman is a fee-only financial advisor at Legend Financial Advisors, Inc. in Pittsburgh, Pennsylvania, who holds the CFP and CPA credentials. James charges a percentage of assets (0.9% a year on the first tier of assets managed).
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Who they serve
- Physicians
- Retirees
- Pre-retirees
- Founders
- Tech employees
- Executives
- Divorced individuals
Facts
| Firm | Legend Financial Advisors, Inc. |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.9% a year on the first tier of assets managed |
| Assets under management | $389.9M across 219 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in PA, TX · CRD 4292875 |
| Exams passed | Series 66 (2001) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | legend-financial.com |
| Profile |
How James's firm compares
- Legend Financial Advisors, Inc.'s average account is about $1.8 million, from its Form ADV (assets managed divided by 219 accounts).
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Questions about James
Is James Holtzman a fee-only financial advisor?
Yes. James Holtzman 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.
How much does James charge?
According to Legend Financial Advisors, Inc.'s website, checked October 28, 2026: 0.9% a year on the first tier of assets managed.
Where is James Holtzman based?
James Holtzman is based in Pittsburgh, Pennsylvania.
What credentials does James Holtzman hold?
James Holtzman holds the CFP and CPA credentials.
Is James Holtzman registered with the SEC?
Yes. James Holtzman is registered as an investment adviser representative in PA and TX (CRD 4292875), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Legend Financial Advisors, Inc. manage?
Legend Financial Advisors, Inc. reports $389.9M across 219 accounts in assets under management.
How do I contact James Holtzman?
Through James's website, legend-financial.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
- Legend Financial Advisors, Inc. 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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