James King
Fruitage Financial · Fort Collins, Colorado
James King is a fee-only financial advisor at Fruitage Financial in Fort Collins, Colorado, who holds the CFA credential. James focuses on retirement planning and tax planning. Fruitage Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Fruitage Financial |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $82.6M across 222 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CO, FL, MO · CRD 5700026 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fruitagefinancial.com |
| Profile |
How James's firm compares
- Fruitage Financial's average account is about $372,000, from its Form ADV (assets managed divided by 222 accounts).
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Questions about James
Is James King a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Fruitage Financial 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, Fruitage Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James King based?
James King is based in Fort Collins, Colorado.
What does James specialize in?
James's specialties include retirement planning and tax planning.
What credentials does James King hold?
James King holds the CFA credential.
Is James King registered with the SEC?
Yes. James King is registered as an investment adviser representative in CA, CO, FL and MO (CRD 5700026), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fruitage Financial manage?
Fruitage Financial reports $82.6M across 222 accounts in assets under management.
How do I contact James King?
Through James's website, www.fruitagefinancial.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
- Fruitage Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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