Advisor at Molano Wealth Management
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James Payne is a financial advisor at Molano Wealth Management in Visalia, CA, holding a Series 65 designation. He has worked in various roles since 2023 and was a full-time student from 2016 to 2023. Outside of his advisory work, he operates J-Curve Investing LLC. Molano Wealth Management provides discretionary portfolio management and financial planning services to individual and business clients. The firm tailors investment programs to client goals using fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo projections, and offers educational seminars and a subscription-based ongoing planning service.
Based on Molano Wealth Management
Based on Molano Wealth Management
Financial planning fixed fees ranging from $3,000 to $36,000; seminars/workshops $300 per hour (including prep)
$0 - $2,000,000: 1.00% annually $2,000,000.01+: 0.90% annually
Separate commissions for insurance products sold through Molano Insurance Services
$300 per hour for consultation services
Monthly subscription fee of $189/month for ongoing financial consulting; initial meeting fee $499
Fee-only: Financial planning fixed fees from $3,000 to $36,000; hourly fee $300/hour; monthly subscription $189/month with $499 initial meeting fee
525 W Main St., Suite 120 1193
Visalia, CA 93291
California
Molano Wealth Management
2026 - Present (1 year)
J-Curve Investing LLC
2025 - Present (1 year)
Gui Automation
2024 - 2025 (1 year)
Dynamic Controls Inc.
2023 - 2024 (1 year)
Full-Time Student
2016 - 2023 (7 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 63, Series 66
Visalia, CA
FCG Wealth Management LLC
Series 65
Visalia, CA
CWS Asset Management
Series 65
Visalia, CA
Sequoia Financial, LLC
Series 65
Visalia, CA
Molano Wealth Management
Series 63, Series 65
Visalia, CA
Quinley Stewardship LLC
Series 65
Visalia, CA
Gilman Harris Travioli Slover Accountancy Corporation
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