James Vorchheimer
Integrated Financial Consulting · Airmont, New York
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.
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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 | $141.5M across 281 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2745751 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.integratedfinancialconsulting.com |
How James's firm compares
- Integrated Financial Consulting's average account is about $503,000, from its Form ADV (assets managed divided by 281 accounts).
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Questions about James
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.
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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