# James McClendon

> James McClendon is a fee-only financial advisor at The Pacific Financial Group in Bellevue, Washington. James focuses on retirement planning. The Pacific Financial Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-mcclendon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Pacific Financial Group
- **Based in:** Bellevue, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $5.07B across 16,832 accounts
- **Specialties:** Retirement planning
- **CRD:** 1134177 (https://adviserinfo.sec.gov/individual/summary/1134177)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1982)
- **Firm size:** 62 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.tpfg.com

## Frequently asked questions

### Is James McClendon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and The Pacific Financial Group 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, The Pacific Financial Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is James McClendon based?

James McClendon is based in Bellevue, Washington.

### What does James specialize in?

James's specialties include retirement planning.

### Is James McClendon registered with the SEC?

Yes. James McClendon is registered as an investment adviser representative in WA (CRD 1134177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does The Pacific Financial Group manage?

The Pacific Financial Group reports $5.07B across 16,832 accounts in assets under management.

### How do I contact James McClendon?

Through James's website, www.tpfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1134177): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tpfg.com/home): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.