# James Vorchheimer

> James Vorchheimer is a fee-only financial advisor at Integrated Financial Consulting in Airmont, New York, who holds the CFP credential. Integrated Financial Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Integrated Financial Consulting
- **Based in:** Airmont, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $141.5M across 281 accounts
- **Credentials:** CFP
- **CRD:** 2745751 (https://adviserinfo.sec.gov/individual/summary/2745751)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.integratedfinancialconsulting.com

## Frequently asked questions

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

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

### Where is James Vorchheimer based?

James Vorchheimer is based in Airmont, New York.

### What credentials does James Vorchheimer hold?

James Vorchheimer holds the CFP credential.

### Is James Vorchheimer registered with the SEC?

Yes. James Vorchheimer is registered as an investment adviser representative in NY (CRD 2745751), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Integrated Financial Consulting manage?

Integrated Financial Consulting reports $141.5M across 281 accounts in assets under management.

### How do I contact James Vorchheimer?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2745751): 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.