James Weeks
Allegiance Financial Planning · Eagle, Idaho
James Weeks is a fee-only financial advisor at Allegiance Financial Planning in Eagle, Idaho, who holds the CFP credential. Allegiance Financial Planning reports charging hourly fees on its Form ADV.
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Facts
| Firm | Allegiance Financial Planning |
|---|---|
| Based in | Eagle, Idaho |
| Fee model (firm's Form ADV) | Hourly |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID · CRD 4417014 |
| Exams passed | Series 63 (2001) · Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
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Questions about James
Is James Weeks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Allegiance Financial Planning 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, Allegiance Financial Planning, reports charging hourly fees on its SEC Form ADV.
Where is James Weeks based?
James Weeks is based in Eagle, Idaho.
What credentials does James Weeks hold?
James Weeks holds the CFP credential.
Is James Weeks registered with the SEC?
Yes. James Weeks is registered as an investment adviser representative in ID (CRD 4417014), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact James Weeks?
Contact details aren't on file yet. Search for Allegiance Financial Planning.
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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