James Minich
Minich MacGregor Wealth Management · St Augustine, Florida
James Minich is a fee-only financial advisor at Minich MacGregor Wealth Management in St Augustine, Florida. James focuses on retirement planning. Minich MacGregor Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Minich MacGregor Wealth Management |
|---|---|
| Based in | St Augustine, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Assets under management | $722.9M across 2,845 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 1708380 |
| Exams passed | Series 63 (1987) · Series 65 (2013) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.minichmacgregor.com |
How James's firm compares
- Minich MacGregor Wealth Management's average account is about $254,000, from its Form ADV (assets managed divided by 2,845 accounts).
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Questions about James
Is James Minich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Minich MacGregor Wealth Management 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, Minich MacGregor Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does James charge?
According to Minich MacGregor Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Does James work with clients virtually?
Yes. Minich MacGregor Wealth Management says on its website that it works with clients remotely.
Where is James Minich based?
James Minich is based in St Augustine, Florida.
What does James specialize in?
James's specialties include retirement planning. James works with pre-retirees and retirees.
Is James Minich registered with the SEC?
Yes. James Minich is registered as an investment adviser representative in FL and TX (CRD 1708380), 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 Minich MacGregor Wealth Management manage?
Minich MacGregor Wealth Management reports $722.9M across 2,845 accounts in assets under management.
How do I contact James Minich?
Through James's website, www.minichmacgregor.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
- Minich MacGregor Wealth Management 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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