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James William Ferrell

FERRELL WEALTH MANAGEMENT INC.·WINTER PARK, Florida
CFPSeries 7Series 65SIE
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1400 W FAIRBANKS AVE, WINTER PARK, FL 32789CRD# 2776651Firm CRD# 106245
01

About

James William Ferrell is a registered financial advisor based in WINTER PARK, Florida, affiliated with FERRELL WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FERRELL WEALTH MANAGEMENT INC.
FERRELL WEALTH MANAGEMENT INC.
AUM
$546M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FERRELL WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2776651
Firm CRD# 106245
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James William Ferrell offer?
James William Ferrell specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WINTER PARK, Florida for a consultation.
What are James William Ferrell's credentials?
James William Ferrell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James William Ferrell located?
James William Ferrell is based in WINTER PARK, Florida, working with FERRELL WEALTH MANAGEMENT INC.. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does James William Ferrell charge for services?
James William Ferrell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FERRELL WEALTH MANAGEMENT INC.?
FERRELL WEALTH MANAGEMENT INC. has approximately 8 employees and manages $546M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WINTER PARK
David Alan Witter — FINANCIAL HARVEST, LLCKevin Michael Joyce — HYPERION CAPITAL ADVISORS LLCAndrew John Dubill — AVANTI INVESTMENT ADVISORS, INC.Elaine Espy Kirchner — FERRELL WEALTH MANAGEMENT INC.John Musso — BROADCREST ASSET MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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