# James Tarkenton

> James Tarkenton is a fee-only financial advisor at Townsend Asset Management in Raleigh, North Carolina, who holds the CFA credential. James focuses on retirement planning, tax planning and estate & legacy planning. Townsend Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Townsend Asset Management
- **Based in:** Raleigh, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $479.6M across 1,130 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 5090436 (https://adviserinfo.sec.gov/individual/summary/5090436)
- **SEC registration:** Investment adviser representative in NC
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.northcarolinawealthmanagers.com/

## Frequently asked questions

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

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

### Where is James Tarkenton based?

James Tarkenton is based in Raleigh, North Carolina.

### What does James specialize in?

James's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does James Tarkenton hold?

James Tarkenton holds the CFA credential.

### Is James Tarkenton registered with the SEC?

Yes. James Tarkenton is registered as an investment adviser representative in NC (CRD 5090436), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Townsend Asset Management manage?

Townsend Asset Management reports $479.6M across 1,130 accounts in assets under management.

### How do I contact James Tarkenton?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5090436): 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.northcarolinawealthmanagers.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.