James Proffitt
ProffittGoodson Private Wealth · Knoxville, Tennessee
James Proffitt is a fee-only financial advisor at ProffittGoodson Private Wealth in Knoxville, Tennessee. James focuses on family wealth transfer, retirement planning and estate & legacy planning. ProffittGoodson Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Retirees
- Divorced individuals
Facts
| Firm | ProffittGoodson Private Wealth |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $797.7M across 971 accounts |
| SEC registration | Investment adviser representative in NC, TN, TX, VA · CRD 4342210 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.proffittgoodson.com |
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Questions about James
Is James Proffitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and ProffittGoodson Private Wealth 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, ProffittGoodson Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Proffitt based?
James Proffitt is based in Knoxville, Tennessee.
What does James specialize in?
James's specialties include family wealth transfer, retirement planning, estate & legacy planning, founders (pre-exit) and divorce financial planning. James works with multi-generational families, founders, retirees and divorced individuals.
Is James Proffitt registered with the SEC?
Yes. James Proffitt is registered as an investment adviser representative in NC, TN, TX and VA (CRD 4342210), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ProffittGoodson Private Wealth manage?
ProffittGoodson Private Wealth reports $797.7M across 971 accounts in assets under management.
How do I contact James Proffitt?
Through James's website, www.proffittgoodson.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
- ProffittGoodson Private Wealth 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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