James Davis is a CFP-designated registered investment advisor at Partnership Financial, LLC, based in Columbus, OH, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 109 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Partnership Financial offers a flat fee financial planning agreement with fees ranging from $3,000 to $30,000 per year, invoiced quarterly. This agreement provides ongoing financial planning services. They also offer a PathFinder agreement for young professionals, which is the higher of 1.5% of income or $1,800 per year, invoiced monthly.
- Financial Tune-Up — $1,500 for a two-hour review of up to three financial planning topics.
Contact
James Davis
Location
4400 N High St, Suite 412, Columbus, OH, 43214
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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 works as a customer service manager for a supplier of mailing lists, dedicating about half of his time to this role since 1999. This activity is not investment-related.
Employment History
Current Registrations
Partnership Financial, LLC
Previous Registrations
Innovative Financial Designs
State Registrations1 state
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