James E. Warburton III, CFP®
Our Best Work. Your Best Life.
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Quotient Wealth Partners
James E. Warburton III, CFP®
Houston, TX
Serving Clients Nationwide
Our Best Work. Your Best Life.
5 out of 5 Stars
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Advisor
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About James E. Warburton III, CFP®
James E. Warburton III is a Partner and Senior Wealth Advisor at Quotient Wealth Partners. Through his experience and expertise, James empowers his clients to navigate their financial journey with confidence. The goal is for clients to feel confident that every decision aligns seamlessly with their short-term objectives and long-term aspirations. He offers expertise in retirement planning, estate planning, investment management, business strategy, and liquidity events.Leveraging a decade of experience at major wirehouses, James has skillfully served a diverse clientele, from retirees seeking wealth preservation to corporate executives, employees, and business owners. Holding a Bachelor of Science in Personal Finance Planning from Texas Tech University, he blends academic rigor with real-world pragmatism. Beyond his professional endeavors, James finds joy in globe-trotting adventures with his beloved wife, Myriah. He is also passionate for fishing, hunting, quality time with family and friends, and the faithful companionship of his golden retriever, Louis.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
1980 Post Oak Blvd. Suite 1500, Houston, TX 77056
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We look forward to hearing from you.Offers Investment Management
Yes
About Quotient Wealth Partners
Quotient Wealth is a team of in-house wealth professionals with over combined 150 years of experience. Our dedicated wealth advisors focus on understanding your core values, needs, and aspirations, empowering you to maximize the potential of your financial resources.As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Our aim is to help you live your best life by enjoying full control of your financial well-being.
Experience and Expertise
Leveraging their over 150 years of combined experience working with corporate executives and senior managers, our founders designed Quotient Wealth Partners to offer in-depth insights into the sophisticated needs and challenges of affluent individuals and their multigenerational families. Our overall approach to wealth management is highly process oriented. Through attentive listening, our advisors attempt to fully comprehend our clients’ circumstances, concerns, and ambitions.
We believe this approach fosters a relationship based on trust and respect and emphasizes educating clients and their families on the various financial options and opportunities they face. We utilize a combination of human decision-making and innovative technology to swiftly identify and carefully develop specific solutions that are tailored to suit individual client needs and goals.
Preparing Today for Tomorrow
Specializing in retirement planning, we look to replace clients’ concerns about the future with confidence in a clear and effective financial plan. We work closely with pre-retirees, active retirees, legacy retirees, and corporate employees, recognizing that each of these clients requires tailored financial planning strategies.
For pre-retirees, we focus on benefits planning, tax mitigation strategy, equity planning, and designing a comprehensive retirement savings plan. We assist clients in navigating complex HR processes at their companies and help them prepare for a stable and secure financial life post-retirement.
For retiree clients, we strive to help them recreate their paycheck, optimize their taxes, and guide them through market fluctuations. Our solutions include tax-smart distribution planning, healthcare planning, family education and communication, estate planning and wealth transfer.
Education
Texas Tech University, Bachelor of Science, Personal Financial Planning | University of Arkansas, Business Administration and Management, General
Hobbies and Interests
- Family
- Fishing
- Hunting
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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Almost a decade of solid financial relationship
✅ Wealthtender Certified Advisor Review™
March 17, 2025
Almost 10 years ago, I was looking for a new financial advisor, and I found James (at a previous firm). James worked with me for a few years as I neared retirement, and I have been with him ever since, staying with him through two firm changes. James has provided periodic reviews which always cover short term recommendations and longer range simulations. His recommendations are provided with sound logic, but he will also not insist or push if I am not comfortable with any proposed changes to my portfolio.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Professional, relatable, personal!
✅ Wealthtender Certified Advisor Review™
March 12, 2025
When seeking an advisor, we had talked with a few who couldn’t get past the “here’s how great we are, here are our awards, and look at our performance!” I understand that you need to instill confidence in your clients, but they never got to the here’s how we will help you or even how things worked. They never stopped selling!
With James, he explained things in simple terms. I understood how the process works from A – Z from our very first conversation. The plan we ultimately established, the strategies we would follow, and how we would make course corrections, when necessary, etc. We discussed risk tolerance and our long-term goals. James is very easy to talk to, patient, listens well and is very responsive! We have been satisfied with our experience and overall performance working with James thus far and look forward to many more years!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Enjoy our Retirement
✅ Wealthtender Certified Advisor Review™
March 11, 2025
James Warburton is an incredible listener who sincerely cares about our family’s goals and delivers excellent management of our portfolio. His skilled guidance for more than six years has allowed myself and my wife to successfully transition from the workplace to a comfortable retirement. James is a caring advisor and we greatly appreciate and value his management and the kind and considerate person he is
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Client Review
✅ Wealthtender Certified Advisor Review™
March 7, 2025
My family and I have trusted James with our financial services needs for more than five years. James and his team helped me evaluate all considerations of retirement planning as I began to contemplate retirement. They also seamlessly guided me through the retirement process once that retirement time was right for me. What would normally have been a scary and apprehensive time in my life was made much easier with James’ advice and guidance. James is extremely responsive and ensures that my financial and life-planning goals and objectives remain on track.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Retirement and Investing
✅ Wealthtender Certified Advisor Review™
March 7, 2025
I’ve worked with James Warburton for over 5 years. James skillfully guided me through the retirement and reinvestment process. Overall portfolio investment returns have met expectations thus far.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Responsive
✅ Wealthtender Certified Advisor Review™
March 6, 2025
James has been easy to work with over the last 8 years. He works to understand our needs and do what’s best for our family.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Peace of mind
✅ Wealthtender Certified Advisor Review™
March 5, 2025
We have worked with James for nearly 10yrs. He has helped guide us through the retirement transition taking into account all tax obligations and future earnings. I feel comfortable with his guidance knowing he has our best interests in mind. The intelligence he receives and interprets, i.e. the soft landing after the recession scare, was months before it actually came to fruition. Recently the rebalancing of our accounts was a couple of months before the current market turmoil. His intel and foresight is invaluable.
I have all the confidence in the world in James and his team. I highly recommend his services.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Portfolio Management
✅ Wealthtender Certified Advisor Review™
March 5, 2025
James has provided excellent advice and guidance throughout the last few years of my professional career and into my retirement. He has provided a sound business plan to support conservative wealth management while effectively lowering our tax responsibilities. James can communicate complicated strategies in a straightforward manner. We have a great partnership.
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Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Consistency and Confidence counts...
✅ Wealthtender Certified Advisor Review™
March 4, 2025
Seeking an advisor is not an easy task nor should it be taken lightly. Sharing all your personal financial details (with no secrets) can be a leap of faith. The only way one can do this is to have compete confidence in their advisor. This comes with positive experiences over time. I have worked with James Warburton for over 10 years now. It started with an initial discussion to understand our financial goals and where we want to be. From there, the plan was developed and now we simply make those course corrections as markets and conditions change. I will admit I’ve been “talked off the ledge” many of times by James based on my emotional investing (panic) versus his calmness and data driven guidance. Long term vision is the key to investing and James brings this insight. Remaining in sync with market conditions, communicating in a timely manner, willing to have those ad-hoc calls but most important having genuine/sincere focus on my financial success are the reasons I trust and recommend James to those seeking this partnership.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Good Advice and Help from a Professional
✅ Wealthtender Certified Advisor Review™
March 4, 2025
Working with James has been a pleasure. He has helped me to consolidate a large portion of my assets into a professionally managed portfolio. This has taken a lot of worry out of my retirement. I look forward to many good years ahead.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
James Warbuton openness
✅ Wealthtender Certified Advisor Review™
March 4, 2025
James Warbuton is the best. A friend of mine introduced to me many years ago when he worked at United Capital. Always very honest, and helping his clients to understand the markets and where the money is invested.
Great personality and easy to talk to. He’s a great addition to Quotient.
TAR
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
A great Advisor in Uncertain times
✅ Wealthtender Certified Advisor Review™
March 4, 2025
He has helped my wife and I through retirement decisions and COVID uncertainty. These days it’s important to have a solid rock to fasten your financial ship to when the storms are constantly beating down.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
True professional who cares about his clients.
✅ Wealthtender Certified Advisor Review™
March 4, 2025
I was introduced to James five years ago when I was offered an early retirement buyout by my former employer. James asked me about my risk tolerance and goals and we developed a plan on where I should invest my savings. James is a true professional. He is always looking out for my best interest. After speaking with James you can tell he cares about his clients. His staff is great and they always respond in a timely manner. I was in the insurance industry for over forty years and dealt with thousands of clients, attorneys, real estate agents, James is at the top of my list. The best thing about James is he is a great guy you can talk to and he knows is business. Give him a call you will not be disappointed.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
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