# James Runey

> James Runey is a fee-only financial advisor at Runey & Associates Wealth Management in Mount Pleasant, South Carolina, who holds the CFA credential. James charges a percentage of assets (1.25% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/james-runey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Runey & Associates Wealth Management
- **Based in:** Mount Pleasant, South Carolina
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $104.8M across 292 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees, Multi-generational families
- **CRD:** 5212356 (https://adviserinfo.sec.gov/individual/summary/5212356)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 63 (2013)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.raawealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Runey & Associates Wealth Management 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 Runey & Associates Wealth Management's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Where is James Runey based?

James Runey is based in Mount Pleasant, South Carolina.

### What does James specialize in?

James's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. James works with pre-retirees, retirees and multi-generational families.

### What credentials does James Runey hold?

James Runey holds the CFA credential.

### Is James Runey registered with the SEC?

Yes. James Runey is registered as an investment adviser representative in SC (CRD 5212356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Runey & Associates Wealth Management manage?

Runey & Associates Wealth Management reports $104.8M across 292 accounts in assets under management.

### How do I contact James Runey?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5212356): 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
- The firm's website (https://www.raawealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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