Wells Fargo Advisors
46yrs
Top advisor by experience in Portsmouth
4yrs
James Holler
Financial advisor at Hightower Advisors
Based in Portsmouth, New Hampshire, James Holler is a financial advisor with 4 years of industry experience. James has been with Hightower Advisors since 2023; before that, James spent a year at Vigilant Wealth Management. James holds the CFA designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office18 Congress Street, Suite 209, Portsmouth, NH 03801
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowHightower Advisors, LLCCurrent firm
- Sep 2022 – Jul 2023Vigilant Wealth ManagementPreviously
Contact James
(312) 962-3800Firm headquarters in Chicago, IL. Ask for James. 18 Congress Street, Suite 209Portsmouth, NH 03801Office · Get directions Firm websiteshaffer.hightoweradvisors.com
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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 Hightower Advisors at (312) 962-3800 and ask for James Holler. James works from the Portsmouth, NH 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?
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?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, 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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