Jim Stanhouse
Stanhouse Financial Planning & Mgt. · Duluth, Georgia
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.
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Specialties
Who they serve
- Executives
- Physicians
- Founders
- Retirees
- Pre-retirees
- Early-career professionals
- Divorced individuals
- Tech employees
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 | $33.3M across 80 accounts |
| Credentials | MBA |
| Firm size | 1 employee |
| Website | stanhousefp.com |
How Jim's firm compares
- Ongoing planning starts at $1,200 a year, below the Georgia median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,000, in line with the Georgia median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $340, above the US median of $300 for fee-only firms that publish prices.
- Stanhouse Financial Planning & Mgt.'s average account is about $416,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about Jim
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Stanhouse Financial Planning & Mgt. 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 21, 2026.
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