Strategic Advisers
31yrs
Top advisor by experience in Dayton
6yrs
James Cloud has worked in the financial industry for 6 years and is a financial advisor based in Dayton, Kentucky. After five years at Mariner, James joined Savvy in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. James holds the CFP® designation.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeDayton, KY
FirmSavvy
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.06 million
Advisors at the firm188
States licensed ?1 state
Services through Savvy
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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.
None listed.
Career
Contact James
(833) 745-6789Firm headquarters in New York, NY. Ask for James. Dayton, KYOffice · Get directions Firm websitewww.savvywealth.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Savvy at (833) 745-6789 and ask for James Cloud. James works from the Dayton, KY office.
How long has James been a financial advisor?
James has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does James hold?
No exams are listed on the official record.
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?
Savvy 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.
Other advisors nearby
Cetera Investment Advisers
27yrs
Top 20% by experience in Kentucky
Strategic Advisers
10yrs
More experience than 61% of advisors at Strategic Advisers
Strategic Advisers
New
New to the profession