James
Nipp

Sfmg Wealth Advisors

CRD#6141580
Investment Advisor
in Plano, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Nipp is a financial advisor based in Plano, Texas, working with Sfmg Wealth Advisors. James has previously held a position at Sfmg Wealth Advisors and is registered to provide services in Texas. Currently, James is part of Sfmg Wealth Advisors, which operates out of Plano, Texas. The firm has 37 employees and manages assets totaling $2.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sfmg Wealth Advisors includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7800 Dallas Parkway Suite 350
Plano, TX 75024

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Sfmg Wealth Advisors Brokerage Details

Total Assets Under Management

$2,248,716,764

TX Average: $3,042,739,679
Total Number of Employees

37

TX Average: 49
Total Number of Accounts

3,834

TX Average: 2,315
Average Account Size

$586,520

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

James Nipp Work History

2009 - Present (15 years)

Sfmg Wealth Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Nipp 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 Sfmg Wealth Advisors

Devin Delapp
Plano, TX
Charles Thomas
Plano, TX
Christopher Cayet
Plano, TX
Tyler Floyd
Plano, TX
Michael Cowles
Plano, TX
Shannon Pope
Plano, TX
Tyler Young
Plano, TX
James Nipp
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started