Advisor at James C Wangerin, CPA/PFS
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.
Location
Deer Lodge, MT 59722
Credentials
PFS™, Series 63
Industry experience
< 1 year
James Wangerin is the sole advisor at James C Wangerin, CPA/PFS, an independent firm. He holds the PFS™ and Series 63 designations and has over two decades of experience, including roles at his own CPA and registered investment adviser firms. He is also a partner in an accounting firm that focuses on tax preparation and resolution. The firm provides fee-based portfolio management services to individuals, small businesses, and non-profits, using custodians such as Betterment for Advisors and Interactive Brokers. It offers both discretionary and non-discretionary investment management, incorporating a range of securities including ETFs, mutual funds, stocks, bonds, and options.
$0 - $199,999: 1% per annum $200,000+: 0.25% per annum $0 - $4,999,999: 0.50% per annum (Advisor’s Fee) + 0.25% per annum (Betterment’s Fee) = 0.75% Total Fee $5,000,000 - $14,999,999: 0.50% per annum (Advisor’s Fee) + 0.20% per annum (Betterment’s Fee) = 0.70% Total Fee $15,000,000 - $24,999,999: 0.50% per annum (Advisor’s Fee) + 0.15% per annum (Betterment’s Fee) = 0.65% Total Fee $25,000,000+: 0.50% per annum (Advisor’s Fee) + 0.12% per annum (Betterment’s Fee) = 0.62% Total Fee
Fee-only: Management fees charged based on percentage of assets under management; no commissions accepted.
413 Main Street
Deer Lodge, MT 59722
Montana
Wangerin CPA & Wangerin EA, LLP
2019 - Present (7 years)
Wangerin, James C
2017 - Present (9 years)
James C Wangerin, CPA/PFS
1997 - 2019 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
