James Livingston
Livingston Financial Planning · Santa Rosa Beach, Florida
James Livingston is a fee-only financial advisor at Livingston Financial Planning in Santa Rosa Beach, Florida. Livingston Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Livingston Financial Planning |
|---|---|
| Based in | Santa Rosa Beach, Florida |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $11.7M across 56 accounts |
| SEC registration | Investment adviser representative in FL, GA, TX · CRD 4770628 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.livingstonfinancial.net |
How James's firm compares
- Livingston Financial Planning's average account is about $209,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about James
Is James Livingston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Livingston Financial Planning 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, Livingston Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is James Livingston based?
James Livingston is based in Santa Rosa Beach, Florida.
Is James Livingston registered with the SEC?
Yes. James Livingston is registered as an investment adviser representative in FL, GA and TX (CRD 4770628), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Livingston Financial Planning manage?
Livingston Financial Planning reports $11.7M across 56 accounts in assets under management.
How do I contact James Livingston?
Through James's website, www.livingstonfinancial.net.
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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