# James Rasmussen

> James Rasmussen is a fee-only financial advisor at Pandowealth. in Peachtree City, Georgia, who holds the CFP and PFS credentials. Pandowealth. reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-rasmussen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Pandowealth.
- **Based in:** Peachtree City, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $500.3M across 2,060 accounts
- **Credentials:** CFP, PFS
- **CRD:** 6524907 (https://adviserinfo.sec.gov/individual/summary/6524907)
- **SEC registration:** Investment adviser representative in GA
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** https://www.cfa401k.com/

## Frequently asked questions

### Is James Rasmussen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Pandowealth. 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, Pandowealth., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Rasmussen based?

James Rasmussen is based in Peachtree City, Georgia.

### What credentials does James Rasmussen hold?

James Rasmussen holds the CFP and PFS credentials.

### Is James Rasmussen registered with the SEC?

Yes. James Rasmussen is registered as an investment adviser representative in GA (CRD 6524907), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pandowealth. manage?

Pandowealth. reports $500.3M across 2,060 accounts in assets under management.

### How do I contact James Rasmussen?

Through James's website, www.cfa401k.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6524907): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.