James Mwombela
Advisor at Nectarine
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.
Firm
Nectarine
Location
Durham, NC
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
About
James Mwombela is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Nectarine. His prior roles include positions at SLP Wealth and operating his own firm, Mwombela Financial Planning, LLC. Outside of investment advisory, he provides student loan planning services through Student Loan Planner and offers financial coaching via the Workplay, Inc. app. Nectarine serves individual clients across a range of wealth levels, offering consultative financial planning through selectable advisory personnel. The firm emphasizes long-term asset allocation with low-cost, index-based ETFs and mutual funds, providing planning services on an hourly or flat-fee basis without managing client assets.
Expertise
Based on Nectarine
General retirement planning
Income planning
Life insurance needs analysis
Cash flow / budgeting
Fee options
Plan Services flat fee generally less than $10,000; Ongoing Financial Planning Services flat fee generally ranges from $100 to $3,000 per quarter
Generally less than $500 per one hour session
Ongoing Financial Planning Services charged quarterly in advance, flat fee generally ranges from $100 to $3,000 per quarter
Fee-only: Hourly rate generally less than $500 per one hour session; Flat fee generally less than $10,000 for an 8-week Plan Services engagement; Flat fee generally ranges from $100 to $3,000 per quarter for Ongoing Financial Planning Services
Location
Durham, NC
Most active in
James M has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Work history
Nectarine
2025 - Present (1 year)
SLP Wealth
2023 - 2025 (2 years)
Student Loan Planner
2022 - 2026 (4 years)
Mwombela Financial Planning, LLC
2021 - 2023 (2 years)
NorthAvenue, LLC
2020 - 2021 (1 year)
GRID 202 Partners
2019 - 2020 (1 year)
Cambridge Investment Research, Inc.
2019 - 2019 (1 year)
Cambridge Investment Research Advisors
2018 - 2019 (1 year)
Cambridge Investment Research, Inc
2018 - 2019 (1 year)
Legacy Financial Group
2018 - 2019 (1 year)
Insurance Advisor Associates, Inc.
2017 - 2018 (1 year)
Gradient Investments, LLC
2016 - 2018 (2 years)
Cardinal Retirement Planning, Inc.
2016 - 2018 (2 years)
H.E. Scheil & Associates, Inc.
2015 - 2018 (3 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
Christopher C
Series 63
Durham, NC
Chris C Crenshaw Financial Services, LLC
Naveen Reddy G
Series 65
Morrisville, NC
gnrfunds LLC
Joseph S
PFS™, Series 65
Durham, NC
Reliance Financial Group, Inc.
Jean M
Series 63, Series 65
Chapel Hill, NC
J. Pierre Masse
Jennifer L
CFP®, Series 65
Durham, NC
Lazarus Financial Planning
John Y
CFP®, Series 66
Chapel Hill, NC
Cardinal Wealth Partners, LLC
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