James Tarkenton
Townsend Asset Management · Raleigh, North Carolina
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.
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Specialties
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 |
| Assets under management | $479.6M across 1,130 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC · CRD 5090436 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.northcarolinawealthmanagers.com |
| Profile |
How James's firm compares
- Townsend Asset Management's average account is about $424,000, from its Form ADV (assets managed divided by 1,130 accounts).
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Questions about James
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.
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
- Townsend Asset Management 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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