James Sexton
Phillip James Financial · Plymouth, Minnesota
James Sexton is a fee-only financial advisor at Phillip James Financial in Plymouth, Minnesota. James charges a percentage of assets and focuses on retirement planning, tax planning and equity compensation.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Phillip James Financial |
|---|---|
| Based in | Plymouth, Minnesota |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $222.1M across 758 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6213353 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | phillipjamesfinancial.com |
| Profile |
How James's firm compares
- Phillip James Financial's average account is about $293,000, from its Form ADV (assets managed divided by 758 accounts).
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Questions about James
Is James Sexton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Phillip James Financial 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.
Where is James Sexton based?
James Sexton is based in Plymouth, Minnesota.
What does James specialize in?
James's specialties include retirement planning, tax planning and equity compensation. James works with pre-retirees and retirees.
Is James Sexton registered with the SEC?
Yes. James Sexton is registered as an investment adviser representative in MN (CRD 6213353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phillip James Financial manage?
Phillip James Financial reports $222.1M across 758 accounts in assets under management.
How do I contact James Sexton?
Through James's website, phillipjamesfinancial.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
- Phillip James Financial 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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