James White Jr.
Wealth advisory services for high-earning CRE Professionals.
Forty Two Wealth LLC · Atlanta, Georgia
James White Jr. is a fee-only financial advisor at Forty Two Wealth LLC in Atlanta, Georgia, who holds the CFP credential. James charges a percentage of assets and a flat fee or retainer and focuses on real estate investors, small business owners and retirement planning.
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Specialties
Who they serve
- Ultra high net worth
- Founders
- Pre-retirees
- Retirees
- Real estate investors
About
FortyTwo Wealth was founded to overcome shortfalls in the existing wealth management model for affluent Real Estate Investors and Business Owners. The number of families looking for traditional and alternative investments, alongside customized reporting and services to help coordinate and manage their portfolio is on the rise. This inspired me to offer a service that frees up my clients to do what they do best.
I consider it our utmost responsibility to safeguard clients’ interests by listening, providing thoughtful services, and authentic investment opinions. This is our passion and would love the opportunity to earn your trust
Services
- Alternative Investments
- Charitable Giving
- Tax Strategy
- Real Estate Advisory
- Cash Flow Planning
- Family Office Services
- Estate Planning
Facts
| Firm | Forty Two Wealth LLC |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Percentage of assets · Flat fee or retainer |
| Assets under management | $25M - $100M |
| Firm founded | 2024 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Active management |
| Firm size | 2 employees |
| Website | www.fortytwowealth.com |
| Profile |
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Questions about James
Is James White Jr. a fee-only financial advisor?
Yes. James White Jr. is listed in the public advisor directory (listed as fee-only).
How does James charge for financial advice?
James charges a percentage of assets and a flat fee or retainer.
Where is James White Jr. based?
James White Jr. is based in Atlanta, Georgia.
What does James specialize in?
James's specialties include real estate investors, small business owners and retirement planning. James works with ultra high net worth, founders, pre-retirees, retirees and real estate investors.
What credentials does James White Jr. hold?
James White Jr. holds the CFP credential.
How much does Forty Two Wealth LLC manage?
Forty Two Wealth LLC reports $25M - $100M in assets under management.
How do I contact James White Jr.?
Through James's website, www.fortytwowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Forty Two Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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