James Weeks
Advisor at Allegiance Financial Planning
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.
Advisor at Allegiance Financial Planning
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
Eagle, ID 83616
Credentials
CFP®, Series 63, Series 66
Industry experience
9 years
James Weeks is a CFP® professional with nine years of experience in financial planning. He is the principal at Allegiance Financial Planning in Eagle, Idaho, and previously worked at Tapfin/EY and The Trading Block. In addition to financial planning, he provides tax preparation services for individuals and small businesses through his firm. Allegiance Financial Planning offers fee-only financial planning, investment consultation, and tax-preparation services to individual investors, trusts, estates, foundations, and businesses. The firm emphasizes long-term, buy-and-hold investment strategies using fundamental analysis and low-cost passive vehicles, and operates without discretionary portfolio management or percentage-of-assets billing.
Based on Allegiance Financial Planning
$120 per hour
Fee-only: $120 per hour, billed in six-minute increments; fees are negotiable and based on estimated hours to complete the project
5740 W Polecat Drive
Eagle, ID 83616
Idaho
Tapfin/EY
2022 - 2024 (2 years)
Allegiance Financial Planning
2021 - Present (5 years)
The Trading Block
2015 - 2022 (7 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
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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