Advisor at Ensign Advisory Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ensign Advisory Partners LLC
Location
Gilbert, AZ 85297
Credentials
Series 63, Series 65
Industry experience
5 years
James Coon is a financial advisor at Ensign Advisory Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America, Inc., PFG Advisors, LLC, and Foresight Wealth Management. Outside of advising, he is the managing member of Freedom Cleaners LLC, a business management company, and also works as an insurance producer providing life and annuity products. Ensign Advisory Partners LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using fundamental analysis and modern portfolio theory to create diversified portfolios. The firm provides both discretionary and non-discretionary portfolio management and integrates resources such as tax, accounting, insurance, and legal services for business-owner clients.
Based on Ensign Advisory Partners LLC
Financial planning fees range from $2,500 to $7,500, negotiable based on complexity.
$0 - $500,000: 1.30% $500,000 - $1,000,000: 1.20% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Insurance commissions received by representatives for sale of insurance products; commissions vary by product and carrier.
111 E. Rivulon Blvd., Suite 103 B
Gilbert, AZ 85297
Arizona
Ensign Advisory Partners LLC
2024 - Present (2 years)
Securities America, Inc.
2023 - Present (3 years)
PFG Advisors, LLC
2023 - 2024 (1 year)
Regents Partners, LLC
2022 - 2023 (1 year)
Foresight Wealth Management
2020 - 2022 (2 years)
Regents Park Advisors
2020 - 2023 (3 years)
Statewide Asphalt
2018 - 2019 (1 year)
Full time student
2017 - 2018 (1 year)
Church of Jesus Christ of Latter-day Saints
2015 - 2017 (2 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 65, Series 66
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CFP®, Series 65
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Kingdom Wealth Advisers
Series 66
Chandler, AZ
Vibrant Wealth
CFP®, JD
Mesa, AZ
Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
CFP®, Series 63
Queen Creek, AZ
Flight Capital Management, LLC
CFP®, Series 63, Series 65
Tempe, AZ
Estate & Retirement Strategies LLC
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