James Pearman
Partners in Financial Planning · Salem, Virginia
James Pearman is a fee-only financial advisor at Partners in Financial Planning in Salem, Virginia, who holds the CFP and PFS credentials. Partners in Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Partners in Financial Planning |
|---|---|
| Based in | Salem, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $913.6M across 2,774 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in TX, VA · CRD 2134909 |
| Exams passed | Series 65 (1991) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.partnersinfinancialplanning.com |
How James's firm compares
- Partners in Financial Planning's average account is about $329,000, from its Form ADV (assets managed divided by 2,774 accounts).
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Questions about James
Is James Pearman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Partners in 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, Partners in Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Pearman based?
James Pearman is based in Salem, Virginia.
What credentials does James Pearman hold?
James Pearman holds the CFP and PFS credentials.
Is James Pearman registered with the SEC?
Yes. James Pearman is registered as an investment adviser representative in TX and VA (CRD 2134909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Partners in Financial Planning manage?
Partners in Financial Planning reports $913.6M across 2,774 accounts in assets under management.
How do I contact James Pearman?
Through James's website, www.partnersinfinancialplanning.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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