James Liotta
Prominence Capital Wealth Management Advisors · Eagle, Idaho
James Liotta is a fee-only financial advisor at Prominence Capital Wealth Management Advisors in Eagle, Idaho, who holds the CFP credential. James focuses on retirement planning and tax planning. Prominence Capital Wealth Management Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Prominence Capital Wealth Management Advisors |
|---|---|
| Based in | Eagle, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $61.8M across 104 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, ID, TX · CRD 4493058 |
| Exams passed | Series 63 (2002) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.prominencecapital.com |
| Profile |
How James's firm compares
- Prominence Capital Wealth Management Advisors's average account is about $594,000, from its Form ADV (assets managed divided by 104 accounts).
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Questions about James
Is James Liotta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Prominence Capital Wealth Management 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, Prominence Capital Wealth Management Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is James Liotta based?
James Liotta is based in Eagle, Idaho.
What does James specialize in?
James's specialties include retirement planning and tax planning.
What credentials does James Liotta hold?
James Liotta holds the CFP credential.
Is James Liotta registered with the SEC?
Yes. James Liotta is registered as an investment adviser representative in CA, ID and TX (CRD 4493058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prominence Capital Wealth Management Advisors manage?
Prominence Capital Wealth Management Advisors reports $61.8M across 104 accounts in assets under management.
How do I contact James Liotta?
Through James's website, www.prominencecapital.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
- Prominence Capital Wealth Management Advisors 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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