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James Minor

Advisor at Red Oak Capital Advisors

Updated today

Location

Fuquay Varina, NC 27526

Credentials

CFP®, Series 66

Industry experience

19 years

About

James Minor is a CFP® and holds a Series 66 license with 19 years of experience in financial advising. He is the principal of Red Oak Capital Advisors and has worked at Ball & Minor CPA PA since 1998. Minor also serves as president of Salmon Planning Haven PLLC, a tax and accounting firm. Red Oak Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $10.2 million using fundamental analysis to create client-specific investment policies, offering non-discretionary portfolio management primarily composed of equities, bonds, ETFs, closed-end funds, and mutual funds. The firm is notable for its affiliation with an accounting practice and its combination of fee-only advisory services with a predominantly non-discretionary management approach.

Client services

Based on Red Oak Capital Advisors

Financial planning Portfolio management

Expertise

Based on Red Oak Capital Advisors

General retirement planning General tax planning Wealth management Cash flow / budgeting

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Fee options

Fixed

Fixed fees per calendar quarter for investment management; fixed fees for financial planning services based on complexity

Percentage

1.0% annually

Project-based

$300 per hour

Other

Account minimum: $100,000

Location

604 N Main St

Fuquay Varina, NC 27526

Most active in

North Carolina

Work history

Ball & Minor CPA PA

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Annuities
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Annuities General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
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Holly Springs, NC

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Active portfolio management Options & derivatives strategies Life insurance needs analysis
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Charles G

Series 63, Series 65

Cary, NC

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General retirement planning
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Lance H

CFP®

Fuquay Varina, NC

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Active portfolio management
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