James McClendon
The Pacific Financial Group · Bellevue, Washington
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.
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Specialties
Facts
| Firm | The Pacific Financial Group |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $5.07B across 16,832 accounts |
| SEC registration | Investment adviser representative in WA · CRD 1134177 |
| Exams passed | Series 63 (1982) |
| Firm size | 62 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tpfg.com |
How James's firm compares
- The Pacific Financial Group's average account is about $301,000, from its Form ADV (assets managed divided by 16,832 accounts).
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Questions about James
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.
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
- The Pacific Financial Group 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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