Advisor at Tar River Wealth Planning, LLC
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Firm
Tar River Wealth Planning, LLC
Location
Louisburg, NC 27549-9998
Credentials
Series 65, Series 66
Industry experience
23 years
James "Tripp" Lumpkin is a financial advisor at Tar River Wealth Planning, LLC with 23 years of industry experience. He previously worked at The Lumpkin Group and J. Parker Lumpkin Financial Consultants. He holds Series 65 and Series 66 licenses. Tar River Wealth Planning, LLC manages approximately $401 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team approach with five advisors and focuses on fundamental analysis and committee-reviewed investments to develop client-specific asset allocations across various securities.
Based on Tar River Wealth Planning, LLC
Negotiated flat fees for financial planning and consulting services based on scope of engagement
Up to 1.35% annually
109 N Main St
Louisburg, NC 27549-9998
North Carolina
Tar River Wealth Planning, LLC
2024 - Present (2 years)
The Lumpkin Group
2017 - 2023 (6 years)
J. Parker Lumpkin Financial Consultants
2002 - 2017 (15 years)
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Is not active or affiliated with:
Insurance agent
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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
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 66
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Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.
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