James
Graham
Clarus Wealth Advisors, LLC
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About this Advisor
James Graham is a certified financial planner operating out of Chandler, Arizona with 6 years of relevant experience. Graham currently works for Clarus Wealth Advisors, LLC. Their career trajectory has included roles at Wfg Investments, Inc, Crown Capital Securities, Lp and Clarus Wealth Advisors, LLC. Graham maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona. Clarus Wealth Advisors, LLC is a business based out of Peoria, AZ. It has a total of 12 advisors. It manages $200 million in total assets between its 1,022 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,022 customer accounts, just 4% belong to high-net-worth investors who have more than $1 million in investable assets. Clarus Wealth Advisors, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on the type of services. Fees charged by Clarus Wealth Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clarus Wealth Advisors, LLC Brokerage Details
$200,340,862
12
1,022
$196,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Graham Work History
James has been registered as a financial advisor for 6 years.*
Crown Capital Securities, Lp
Clarus Wealth Advisors, LLC
Wfg Investments, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Graham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clarus Wealth Advisors, LLC
Castle Rock, CO
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Castle Rock, CO
Peoria, AZ
Chandler, AZ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
