Robert W. Baird &
47yrs
Top advisor by experience in Minnetonka
20yrs
James Strate
Financial advisor at Strategic Advisers
Based in Minnetonka, Minnesota, James Strate is a financial advisor with 20 years of industry experience. James joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and three years at Ameriprise Financial Services. James holds the CFP® designation.
At a glance
Experience20 years (since 2006)
How that compares ?Top 14% by experience at Strategic Advisers
Office11450 Wayzata Blvd, Minnetonka, MN 55305
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2013 – 2018Strategic Advisers LLCPreviously
- 2010 – 2013Ameriprise Financial Services, LLCPreviously
Questions to ask James
Tailored to James’s registration and firm.
- 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 Strategic Advisers at 617-563-7000 and ask for James Strate. James works from the Minnetonka, MN office.
How long has James been a financial advisor?
James has been in the industry since 2006, about 20 years. Top 14% by experience at Strategic Advisers.
What licenses does James hold?
Series 63. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is James paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, 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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