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    Mr. James R. Frazier, CFP®


    Natural Investments, LLC

    PO Box 901311
    Kula, HI 96790-1311
    View on Map (808) 876-1786

    2023 E Sims Way # 312
    Port Townsend, WA 98368-6905
    View on Map (360) 379-0295

    Natural Investments specializes in Sustainable, Responsible, and Impact (SRI) Investments. Natural Investments is an Investment Advisor registered with the SEC.

    Year CFP® Certification Received: 2012
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: $250,000
    Languages: English
    Specialties: Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Retirement Planning, Small Business Planning, Socially Responsible Investments

    Typical Client Profile

    Average Net Worth: Not Applicable
    Average Income: Not Applicable
    Average Age: 65-74, Generation X, Baby Boomers, 75 or older, Millennial Generation
    Profession: Not Applicable

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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