James Fisher is a PFS-designated registered investment advisor at Theus Wealth Advisors, based in Whitehouse, OH, with 12 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, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Marathon Financial Group does not directly manage client assets. Instead, Marathon recommends third-party asset managers (TPAMs) to manage client portfolios. Marathon does not charge a separate fee for recommending these managers. The TPAMs will debit advisory fees from client accounts, and Marathon will share in the advisory fee paid to the TPAM. The fees paid to the TPAM are established by the TPAM and are generally not negotiable.
Location
6841 Providence Street, PO Box 2673, Whitehouse, OH, 43571
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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 ActivitiesSells Insurance
James owns commercial and residential rental properties since 2000, farmland rented since 1993, and is a CPA/owner of The CPA Advantage LLC since 1997, taking about half of his time. He also sells fixed life and annuity products through Fisher Wealth Creations, LLC, dedicating a few hours per week.
Employment History
Current Registrations
Theus Wealth Advisors
Previous Registrations
Signature Investments, INC.
State Registrations1 state
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