James Daniel Good
Advisor at Turning Point Financial — Camp Hil, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63, Series 65
Experience Industry experience
32 years
Location
Camp Hil, PA 17011
Turning Point Financial
Team
James Good is a CFP® and ChFC® with 32 years of experience in the financial services industry. He currently serves at Turning Point Financial and has worked previously with firms including WDC Advisors, Harvest Investment Services, and ProEquities. Outside of his advisory role, he is active as a musician specializing in bluegrass music and holds board positions with the Home Mission Council and the Cumberland County Affordable Housing Trust Fund Board. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plans through a team-based fiduciary planning process that blends customized and model portfolio solutions. The firm integrates financial planning, discretionary investment management, tax and accounting services, and business valuation, utilizing third-party sub-advisers and custodial platforms.
Based on Turning Point Financial
Based on Turning Point Financial
Based on Turning Point Financial
Fixed financial planning fees range from $500 to $10,000 depending on complexity; average standard plan is $3,000.
$0 - $500,000: 1.60% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65%
Insurance commissions received by certain Investment Adviser Representatives for recommended insurance products.
Financial planning hourly rates from $99/hour to $500/hour; tax consulting hourly rate starting at $250/hour.
Minimum fee: Financial planning fixed fees range from $500 to $10,000 depending on complexity; average $3,000; hourly financial planning fees range from $99/hour to $500/hour.
Camp Hil, PA
704 Lisburn Road, Suite 101
Camp Hil PA 17011
Advisors at this office
4
Pennsylvania
32 years of industry experience
Turning Point Financial
2023 - Present • 3 years
Camp Hill, PA
WDC Advisors, LLC
2020 - 2024 • 4 years
Camp Hill, PA
Harvest Investment Services, LLC
2015 - 2020 • 5 years
Camp Hill, PA
Investment Advisors
2006 - 2016 • 10 years
Camp Hill, PA
Wealth Development Council, LLC
2004 - Present • 22 years
Camp Hill, PA
ProEquities, Inc.
1995 - 2018 • 23 years
Lemoyne, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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