James Marsden
Apeiron · Dallas, Texas
James Marsden is a fee-only financial advisor at Apeiron in Dallas, Texas, who holds the CFP credential. Apeiron reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Apeiron |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $852M across 2,387 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5507490 |
| Exams passed | Series 66 (2008) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.apeironplanning.com |
| Profile |
How James's firm compares
- Apeiron's average account is about $357,000, from its Form ADV (assets managed divided by 2,387 accounts).
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Questions about James
Is James Marsden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Apeiron 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, Apeiron, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Marsden based?
James Marsden is based in Dallas, Texas.
What credentials does James Marsden hold?
James Marsden holds the CFP credential.
Is James Marsden registered with the SEC?
Yes. James Marsden is registered as an investment adviser representative in TX (CRD 5507490), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apeiron manage?
Apeiron reports $852M across 2,387 accounts in assets under management.
How do I contact James Marsden?
Through James's website, www.apeironplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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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