# Bales Financial Advisors, Inc

Bales Financial Advisors, Inc is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://balesfinancial.com

## Regulatory record

- **CRD number:** 309477
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309477

## About

James Bales Financial is a financial advisory practice that provides financial planning, wealth management, and insurance services. The firm creates personalized financial plans covering retirement income, IRA and 401(k) planning, Social Security timing, estate planning strategies, and small business solutions. It emphasizes plain-language advice, long-term client relationships, and ongoing plan monitoring.

## People

- James “Jim” Bales — Registered Principal, Founder
- Jacob Bales — CFP®, Investment Advisor Representative
- Mary McGonigle — Paraplanner and Bookkeeper
- Arlene Bridgette — Office and Client Services Manager
- Jamie Davis — Administrator of Accounts
- Amy Gelhaar — Director of First Impressions

## Questions

### Who runs investment decisions at Bales Financial Advisors, Inc?

The firm's principals are not publicly named. As a registered investment advisory firm, investment decisions are handled by its advisors, but no individual names have been disclosed in public records.

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Last updated: 2026-08-11T15:06:13.093Z

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