James Place
Evergreen Advisors · Chattanooga, Tennessee
James Place is a fee-only financial advisor at Evergreen Advisors in Chattanooga, Tennessee, who holds the CFP credential. James charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Evergreen Advisors |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $522.8M across 1,440 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1209703 |
| Exams passed | Series 63 (1983) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.evergreenadvisors.com |
How James's firm compares
- Evergreen Advisors's average account is about $363,000, from its Form ADV (assets managed divided by 1,440 accounts).
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Questions about James
Is James Place a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Evergreen Advisors 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 Evergreen Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is James Place based?
James Place is based in Chattanooga, Tennessee.
What credentials does James Place hold?
James Place holds the CFP credential.
Is James Place registered with the SEC?
Yes. James Place is registered as an investment adviser representative in TX (CRD 1209703), 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 Evergreen Advisors manage?
Evergreen Advisors reports $522.8M across 1,440 accounts in assets under management.
How do I contact James Place?
Through James's website, www.evergreenadvisors.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
- Evergreen Advisors 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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