James Rasmussen
Pandowealth. · Peachtree City, Georgia
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.
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Facts
| Firm | Pandowealth. |
|---|---|
| Based in | Peachtree City, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $500.3M across 2,060 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in GA · CRD 6524907 |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.cfa401k.com |
How James's firm compares
- Pandowealth.'s average account is about $243,000, from its Form ADV (assets managed divided by 2,060 accounts).
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Questions about James
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.
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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