Buckman Advisory Group
46yrs
Top advisor by experience in Little Silver
39yrs
James Dee
Financial advisor at Wealth Enhancement Advisory Services
Based in Little Silver, New Jersey, James Dee is a fiduciary financial advisor with 39 years of industry experience. James joined Wealth Enhancement Advisory Services in 2023, after six years at First Capital Advisors Group and ten years at Cadaret, Grant & CO.. Wealth Enhancement Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 19 advisors with offices in Little Silver, and one of 18 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience at Wealth Enhancement Advisory Services
Office200 White Rd Suite 215, Little Silver, NJ 07739
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2017 – 2023First Capital Advisors Group, LLCPreviously
- 2007 – 2017Cadaret, Grant & CO., Inc.Previously
- 2002 – 2007Wells Fargo Clearing Services, LLCPreviously
Contact James
Local office(732) 945-5508Ask for James. (763) 417-1700Main office · Plymouth, MN 200 White Rd Suite 215Little Silver, NJ 07739Office · Get directions Firm websiteHTTP://WWW.WEALTHENHANCEMENT.COM
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call James’s local office at (732) 945-5508 or the Wealth Enhancement Advisory Services main office at (763) 417-1700, and ask for James Dee.
How long has James been a financial advisor?
James has been in the industry since 1987, about 39 years. Top 5% by experience at Wealth Enhancement Advisory Services.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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