James Whiddon is a CFP-designated registered investment advisor at Evidence Wealth, LLC, based in Bryan, TX, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 115 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
3851 Corporate Center Drive, Suite 111, Bryan, TX, 77802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is the CEO and owner of "The Old School," a leadership training program for young people, and spends a few hours per week on it. He is also a liaison/adjunct instructor in the financial planning program at Texas A&M University, dedicating a few hours per week to this role as well.
Employment History
Current Registrations
Evidence Wealth, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Jwa Financial Group, INC.
State Registrations1 state
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