Advisor at Stanhouse Financial Planning and Management, 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
Stanhouse Financial Planning and Management, LLC
Location
Duluth, GA 30096-8688
Credentials
Series 65
Industry experience
16 years
James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.
Based on Stanhouse Financial Planning and Management, LLC
Based on Stanhouse Financial Planning and Management, LLC
Fixed fees for projects quoted based on anticipated hours, standard hourly fee used as basis
$0 - $250,000: 0.95% per year (with $2,000 minimum fee per year) $250,000 - $500,000: 0.90% per year $501,000 - $750,000: 0.85% per year $751,000 - $1,000,000: 0.75% per year $1,000,000 - $2,000,000: 0.65% per year $2,000,000+: 0.60% per year
$340 per hour (billed in 30-minute increments, negotiable)
Retainer fees: $3,000 minimum per year for couples, $1,750 minimum per year for individuals, billed quarterly or monthly
Minimum fee: $2,000 per year minimum fee for ongoing investment advisory services Fee-only: Fee-only; no commissions or third-party payments received
3235 Satellite Blvd., Bldg 400, Suite 300
Duluth, GA 30096-8688
Georgia · Texas
Preparing To Start Oakworth
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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