James Pittenger
Pittenger & Anderson · Lincoln, Nebraska
James Pittenger is a fee-only financial advisor at Pittenger & Anderson in Lincoln, Nebraska, who holds the CFP credential. James charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning and founders (pre-exit).
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Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Pittenger & Anderson |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $3.03B across 2,261 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NE, TX · CRD 4681560 |
| Exams passed | Series 66 (2003) |
| Firm size | 14 employees |
| Disclosures | Reported; see the SEC record |
| Website | pittand.com |
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Questions about James
Is James Pittenger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Pittenger & Anderson 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 charges a percentage of assets.
How much does James charge?
According to Pittenger & Anderson's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is James Pittenger based?
James Pittenger is based in Lincoln, Nebraska.
What does James specialize in?
James's specialties include retirement planning and founders (pre-exit). James works with retirees and founders.
What credentials does James Pittenger hold?
James Pittenger holds the CFP credential.
Is James Pittenger registered with the SEC?
Yes. James Pittenger is registered as an investment adviser representative in NE and TX (CRD 4681560), 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 Pittenger & Anderson manage?
Pittenger & Anderson reports $3.03B across 2,261 accounts in assets under management.
How do I contact James Pittenger?
Through James's website, pittand.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
- Pittenger & Anderson 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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