# James Patterson

> James Patterson is a fee-only financial advisor at Premier Financial Planning in Valley Center, California. Premier Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-patterson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Premier Financial Planning
- **Based in:** Valley Center, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $56.7M across 143 accounts
- **CRD:** 7378435 (https://adviserinfo.sec.gov/individual/summary/7378435)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.myplanner.cc

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Premier Financial Planning 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, Premier Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Patterson based?

James Patterson is based in Valley Center, California.

### Is James Patterson registered with the SEC?

Yes. James Patterson is registered as an investment adviser representative in CA (CRD 7378435), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Premier Financial Planning manage?

Premier Financial Planning reports $56.7M across 143 accounts in assets under management.

### How do I contact James Patterson?

Through James's website, www.myplanner.cc.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7378435): 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

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