Advisor at Platform Wealth Advisors
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Firm
Platform Wealth Advisors
Location
Missouri City, TX
Credentials
Series 66
Industry experience
27 years
James Alfieri is a financial advisor with Platform Wealth Advisors in Missouri City, TX, holding a Series 66 credential and 27 years of industry experience. He has previously worked at Raymond James Financial Services and Hamilton Financial Advisors. Alfieri also serves as a principal and CPA at Hamilton Mercer Advisors, where he oversees office operations and performs accounting duties, and he is a volunteer treasurer for a nonprofit fire company. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, and businesses. The firm employs a long-term, asset-class investing approach based on Modern Portfolio Theory and supports advisory services through its affiliation with accounting and consulting practices.
Based on Platform Wealth Advisors
Based on Platform Wealth Advisors
Financial Planning Services fixed fees typically ranging from $2,500 to $10,000
$0 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
Account minimum: $1,000,000 Minimum fee: $11,000 annual fee minimum for Investment Management services; $750 minimum quarterly fee for Employee Benefit Retirement Plan Services Fee-only: Financial Planning fixed fees ranging from $2,500 to $10,000; Consulting services annual fee of 0.20% (20 basis points)
Missouri City, TX
New Jersey · Texas
Platform Wealth Advisors
2024 - Present (2 years)
Hamilton Mercer Advisors
2023 - Present (3 years)
Hamilton Financial Advisors
2019 - 2024 (5 years)
Raymond James Financial Services Advisors, Inc.
2009 - 2024 (15 years)
Raymond James Financial Services, Inc.
2000 - 2024 (24 years)
Civale, Silvestri, Alfieri, Martin & Higgins, Llc
1995 - 2023 (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Houston, TX
Coastal Wealth Management, LP
Series 65
Houston, TX
Alpha-Tech Investments, LLC
ChFC®, Series 63
Pearland, TX
DPH Financial
ChFC®, Series 66
Houston, TX
Decision Tree Advisor
CFP®, Series 63
Houston, TX
SM Scherr Financial LLC
ChFC®, PFS™, Series 65
Houston, TX
Epiphany Wealth Management
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