Stifel, Nicolaus & Company
44yrs
Top advisor by experience in Canfield
34yrs
James Rafoth
Financial advisor at BPS Wealth Advisors
James Rafoth is a fiduciary financial advisor in Canfield, Ohio, with 34 years in the industry. James joined BPS Wealth Advisors in 2003, a firm offering financial planning, investment management, and retirement plan consulting. BPS Wealth Advisors reports being paid through a percentage of assets.
One of 159 advisors with offices in Canfield, and one of 135 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top advisor by experience at BPS Wealth Advisors
Office3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406
How the firm is paid ?Percent of assets
Typical client at the firm ?$773,295
Advisors at the firm7
States licensed ?2 states
Services through BPS Wealth Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
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
- 2017 – nowValmark Advisers, Inc.Current
- 2003 – nowBPS Wealth Advisors, Inc.Current firm
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?
- 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 BPS Wealth Advisors at 330-758-0575 and ask for James Rafoth. James works from the Canfield, OH office.
How long has James been a financial advisor?
James has been in the industry since 1992, about 34 years. Top advisor by experience at BPS Wealth Advisors.
What licenses does James hold?
Series 63, Series 66. 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?
BPS Wealth Advisors reports being paid by a percentage of the assets they manage. 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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