James Patterson
Premier Financial Planning · Valley Center, California
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.
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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 | $56.7M across 143 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7378435 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.myplanner.cc |
How James's firm compares
- Premier Financial Planning's average account is about $397,000, from its Form ADV (assets managed divided by 143 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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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