Advisor at Calton & Associates, Inc.
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
Calton & Associates, Inc.
Location
Paulsboro, NJ 08066
Credentials
ChFC®, Series 63
Industry experience
57 years
James Crowther is a ChFC® with 57 years of experience in the financial industry. He has been with Calton & Associates, Inc. since 2004 and has operated Spartan Planning as a self-employed advisor since 1975. Crowther is also the owner and president of Spartan Planning Agency Inc., a property and casualty, life, and health insurance business. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines commission-based product sales with asset management fees through its dual registration as both a registered investment adviser and broker-dealer.
Based on Calton & Associates, Inc.
Based on Calton & Associates, Inc.
Financial planning services may be charged a flat fee, negotiable; retirement plan consulting may be charged a flat fee up to $50,000
Up to 2.60% annually (negotiable by client and IAR)
Commission charged on securities and insurance products purchased and sold; separate from advisory fees
Financial planning and retirement plan consulting services may be charged hourly up to $500/hour
Performance-based fees charged for certain clients generally with net worth over $2,200,000 or at least $1,100,000 assets; fixed fee up to 25% of account balance quarterly in advance plus performance fee up to 10% of net increase charged quarterly in arrears
Account minimum: $50,000 Fee-only: Investment advisory fees based on assets under management up to 2.60%, negotiable; financial planning fees charged as flat fee or hourly, negotiable; retirement plan consulting fees charged as flat fee, AUM percentage (up to 1.5%), or hourly (up to $500/hour)
10 West Broad Street
Paulsboro, NJ 08066
New Jersey
Calton & Associates, Inc.
2004 - Present (22 years)
Spartan Planning (Self Employed)
1975 - Present (51 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Verified by Warmer
Series 65
Chadds Ford, PA
The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
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