LPL Financial
45yrs
Top advisor by experience in Hilton Head Island
4yrs
James Stark
Financial advisor at Strategic Advisers
James Stark is a fiduciary financial advisor in Hilton Head Island, South Carolina, with 4 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 94 advisors with offices in Hilton Head Island, and one of 90 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926
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
- Jun 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact James
(617) 563-7000Firm headquarters in Boston, MA. Ask for James. 430 William Hilton Parkway Suite 305Hilton Head Island, SC 29926Office · Get directions
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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?
- 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 Stark. James works from the Hilton Head Island, SC office.
How long has James been a financial advisor?
James has been in the industry since 2022, about 4 years. 4 years in the industry.
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?
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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