Osaic Wealth
39yrs
Top advisor by experience in Davis
5yrs
James Klein
Financial advisor at Strategic Advisers
James Klein is a fiduciary financial advisor in Davis, California, with 5 years in the industry. James joined Strategic Advisers in 2025, after a year at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 43 advisors with offices in Davis, and one of 39 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeDavis, CA
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Oct 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
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 Strategic Advisers at (617) 563-7000 and ask for James Klein. James works from the Davis, CA office.
How long has James been a financial advisor?
James has been in the industry since 2022, about 5 years. 5 years in the industry.
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?
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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