James Payne
Molano Wealth Management · Visalia, California
James Payne is a fee-only financial advisor at Molano Wealth Management in Visalia, California. Molano Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Molano Wealth Management |
|---|---|
| Based in | Visalia, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $960K across 5 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8239364 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.molanowealth.com |
How James's firm compares
- Molano Wealth Management's average account is about $192,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about James
Is James Payne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Molano 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, Molano Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Payne based?
James Payne is based in Visalia, California.
Is James Payne registered with the SEC?
Yes. James Payne is registered as an investment adviser representative in CA (CRD 8239364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Molano Wealth Management manage?
Molano Wealth Management reports $960K across 5 accounts in assets under management.
How do I contact James Payne?
Through James's website, www.molanowealth.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
- 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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