James Macdonald
Aurora Financial Strategies · Lafayette, Indiana
James Macdonald is a fee-only financial advisor at Aurora Financial Strategies in Lafayette, Indiana, who holds the CFP credential. Aurora Financial Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Early-career professionals
- Founders
- Retirees
- Physicians
- Tech employees
Facts
| Firm | Aurora Financial Strategies |
|---|---|
| Based in | Lafayette, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Assets under management | $541.5M across 1,981 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 1452505 |
| Exams passed | Series 63 (1986) · Series 66 (2006) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.aurorafinancialstrategies.com |
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Questions about James
Is James Macdonald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Aurora Financial Strategies 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, Aurora Financial Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does James charge?
According to Aurora Financial Strategies's website, checked October 30, 2026: no asset minimum.
Where is James Macdonald based?
James Macdonald is based in Lafayette, Indiana.
What credentials does James Macdonald hold?
James Macdonald holds the CFP credential.
Is James Macdonald registered with the SEC?
Yes. James Macdonald is registered as an investment adviser representative in IN and TX (CRD 1452505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aurora Financial Strategies manage?
Aurora Financial Strategies reports $541.5M across 1,981 accounts in assets under management.
How do I contact James Macdonald?
Through James's website, www.aurorafinancialstrategies.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
- Aurora Financial Strategies 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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