Rodney James
Vineyard Family Wealth, LLC · Houston, Texas
Rodney James is a fee-only financial advisor at Vineyard Family Wealth, LLC in Houston, Texas, who holds the CFP credential. Rodney focuses on family wealth transfer, estate & legacy planning and founders (pre-exit). Vineyard Family Wealth, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- Retirees
Facts
| Firm | Vineyard Family Wealth, LLC |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $78.1M across 99 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5615682 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | vineyardfamilywealth.com |
How Rodney's firm compares
- Vineyard Family Wealth, LLC's average account is about $789,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Rodney
Is Rodney James a fee-only financial advisor?
Yes. Rodney James is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Rodney's firm.
How does Rodney charge for financial advice?
Rodney's firm, Vineyard Family Wealth, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rodney James based?
Rodney James is based in Houston, Texas.
What does Rodney specialize in?
Rodney's specialties include family wealth transfer, estate & legacy planning and founders (pre-exit). Rodney works with founders, executives, multi-generational families and retirees.
What credentials does Rodney James hold?
Rodney James holds the CFP credential.
Is Rodney James registered with the SEC?
Yes. Rodney James is registered as an investment adviser representative in TX (CRD 5615682), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Vineyard Family Wealth, LLC manage?
Vineyard Family Wealth, LLC reports $78.1M across 99 accounts in assets under management.
How do I contact Rodney James?
Through Rodney's website, vineyardfamilywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on family wealth transfer
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Vineyard Family 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 21, 2026.
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