James Robert Herrick
Investment adviser representative at Tfo Wealth Partners
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Tfo Wealth PartnersSep 2011 to now
- One To One, LLCOct 2016 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Tfo Wealth Partners
Legal name: Tfo Wealth Partners, LLC
$5.7BAssets managed
1,986Clients
34Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4952836
- Firm CRD
- 124407