Adam Van Wert
J.F. Williams · Denver, Colorado
Adam Van Wert is a fee-only financial advisor at J.F. Williams in Denver, Colorado, who holds the CFP credential. J.F. Williams reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | J.F. Williams |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $286.5M across 499 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6766125 |
| Exams passed | Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | jfwco.com/insights |
How Adam's firm compares
- J.F. Williams's average account is about $574,000, from its Form ADV (assets managed divided by 499 accounts).
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Questions about Adam
Is Adam Van Wert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and J.F. Williams reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, J.F. Williams, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Van Wert based?
Adam Van Wert is based in Denver, Colorado.
What credentials does Adam Van Wert hold?
Adam Van Wert holds the CFP credential.
Is Adam Van Wert registered with the SEC?
Yes. Adam Van Wert is registered as an investment adviser representative in CO and TX (CRD 6766125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does J.F. Williams manage?
J.F. Williams reports $286.5M across 499 accounts in assets under management.
How do I contact Adam Van Wert?
Through Adam's website, jfwco.com/insights.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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