James Stanhouse
Stanhouse Financial Planning and Management · Duluth, Georgia
James Stanhouse is a fee-only financial advisor at Stanhouse Financial Planning and Management in Duluth, Georgia. Stanhouse Financial Planning and Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stanhouse Financial Planning and Management |
|---|---|
| Based in | Duluth, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.3M across 80 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 5672650 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stanhousefp.com |
How James's firm compares
- Stanhouse Financial Planning and Management's average account is about $416,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about James
Is James Stanhouse a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Stanhouse Financial Planning and 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's firm, Stanhouse Financial Planning and Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Stanhouse based?
James Stanhouse is based in Duluth, Georgia.
Is James Stanhouse registered with the SEC?
Yes. James Stanhouse is registered as an investment adviser representative in GA and TX (CRD 5672650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stanhouse Financial Planning and Management manage?
Stanhouse Financial Planning and Management reports $33.3M across 80 accounts in assets under management.
How do I contact James Stanhouse?
Through James's website, www.stanhousefp.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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