# James Unger

> James Unger is a fee-only financial advisor at DBK Financial Counsel in Cuyahoga Falls, Ohio, who holds the CFP and ChFC credentials. DBK Financial Counsel reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-unger/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** DBK Financial Counsel
- **Based in:** Cuyahoga Falls, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $199.5M across 227 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 5580380 (https://adviserinfo.sec.gov/individual/summary/5580380)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2010)
- **Firm size:** 4 employees
- **Disclosures:** None reported

## Frequently asked questions

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

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

### Where is James Unger based?

James Unger is based in Cuyahoga Falls, Ohio.

### What credentials does James Unger hold?

James Unger holds the CFP and ChFC credentials.

### Is James Unger registered with the SEC?

Yes. James Unger is registered as an investment adviser representative in OH (CRD 5580380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DBK Financial Counsel manage?

DBK Financial Counsel reports $199.5M across 227 accounts in assets under management.

### How do I contact James Unger?

Contact details aren't on file yet. Search for DBK Financial Counsel.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5580380): 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

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