# Jim Stanhouse

> Jim Stanhouse is a fee-only financial advisor at Stanhouse Financial Planning & Mgt. in Duluth, Georgia, who holds the MBA credential. Jim charges a percentage of assets, an ongoing planning fee, a one-time planning fee and a flat fee or retainer (ongoing planning from $1,200 a year and one-time plans from $2,000) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/jim-stanhouse/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Stanhouse Financial Planning & Mgt.
- **Based in:** Duluth, Georgia
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $1,200 a year; one-time plans from $2,000; $340 an hour; 1% a year on the first tier of assets managed; no asset minimum
- **Assets under management (firm):** $33.3M across 80 accounts
- **Credentials:** MBA
- **Specialties:** Retirement planning
- **Works with:** Executives, Physicians, Founders, Retirees, Pre-retirees, Early-career professionals, Divorced individuals, Tech employees
- **Firm size:** 1 employee
- **Website:** http://stanhousefp.com

## Frequently asked questions

### Is Jim Stanhouse a fee-only financial advisor?

Yes. Jim Stanhouse is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Jim charge for financial advice?

Jim charges a percentage of assets, an ongoing planning fee, a one-time planning fee and a flat fee or retainer.

### How much does Jim charge?

According to Stanhouse Financial Planning & Mgt.'s website, checked October 28, 2026: ongoing planning from $1,200 a year; one-time plans from $2,000; $340 an hour; 1% a year on the first tier of assets managed; no asset minimum.

### Where is Jim Stanhouse based?

Jim Stanhouse is based in Duluth, Georgia.

### What does Jim specialize in?

Jim's specialties include retirement planning. Jim works with executives, physicians, founders, retirees and pre-retirees.

### What credentials does Jim Stanhouse hold?

Jim Stanhouse holds the MBA credential.

### How much does Stanhouse Financial Planning & Mgt. manage?

Stanhouse Financial Planning & Mgt. reports $33.3M across 80 accounts in assets under management.

### How do I contact Jim Stanhouse?

Through Jim's website, stanhousefp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6479): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://stanhousefp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.