Transamerica Financial Advisors
17yrs
Top advisor by experience in Grandview Heights
6yrs
Based in Grandview Heights, Ohio, James Comer is a fiduciary financial advisor with 6 years of industry experience. James has been with Plante Moran Financial Advisors since 2021. James holds the CFP® designation.
One of 15 advisors with offices in Grandview Heights, and one of 15 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?More experience than 50% of advisors at Plante Moran Financial Advisors
Office995 Yard St. Suite 450, Grandview Heights, OH 43212
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$6.7 million
Advisors at the firm131
States licensed ?1 state
Services through Plante Moran Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowPlante Moran Financial AdvisorsCurrent firm
Contact James
(248) 352-2500Firm headquarters in Southfield, MI. Ask for James. 995 Yard St. Suite 450Grandview Heights, OH 43212Office · Get directions Instagram pagePlante Moran Financial Advisors
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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?
- 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 Plante Moran Financial Advisors at (248) 352-2500 and ask for James Comer. James works from the Grandview Heights, OH office.
How long has James been a financial advisor?
James has been in the industry since 2020, about 6 years. More experience than 50% of advisors at Plante Moran Financial Advisors.
What licenses does James hold?
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?
Plante Moran Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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