James Unger
DBK Financial Counsel · Cuyahoga Falls, Ohio
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.
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Facts
| Firm | DBK Financial Counsel |
|---|---|
| Based in | Cuyahoga Falls, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $199.5M across 227 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in OH · CRD 5580380 |
| Exams passed | Series 63 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Profile |
How James's firm compares
- DBK Financial Counsel's average account is about $879,000, from its Form ADV (assets managed divided by 227 accounts).
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Questions about James
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.
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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