James Goetschius
Advisor at Pitcairn
Updated today
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.
About
James Goetschius is a financial advisor at Pitcairn with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Bessemer Trust prior to joining Pitcairn. He is based in Jupiter, FL, and is part of a two-advisor team at the firm. Pitcairn serves high-net-worth individuals, families, trusts, foundations, and single-family offices, offering discretionary and non-discretionary investment advisory services alongside comprehensive family office solutions including tax and estate planning, CFO services, and charitable gifting support. The firm emphasizes customized, long-term asset allocation and portfolio monitoring, utilizing a range of investment vehicles and providing extensive family engagement services through a multi-office structure.
Client services
Based on Pitcairn
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Fee options
Family office services are offered on an annual fixed fee basis, varying by client complexity and assets
Fees for tax, consolidated intermediary, and technology platform services range from $550 to $750 per Client account group
Account minimum: $25 million Minimum fee: Minimum annual fee of $150,000 per family relationship
Location
Jupiter, FL
Most active in
James G has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Pitcairn Wealth Advisors
2025 - Present (1 year)
Pitcairn Trust Co.
2022 - 2025 (3 years)
Wells Fargo
2016 - 2022 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Laongdao S
CFP®, Series 66
Juno Beach, FL
TAK Advisory
Robert C
CFA®, Series 63, Series 65, Series 66
Jupiter, FL
Tegeta Capital, LLC
Charles F
Series 63, Series 65
North Palm Beach, FL
Farrar Wealth Management, LLC
Stacy B
Series 65
Palm Beach Gardens, FL
Registered Investment Advisors, LLC
Joseph L
Series 63, Series 65
Jupiter, FL
Patriot Securities LLC
Hunter B
Series 65
Jupiter, FL
Boca Retirement Strategies Inc.
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