Austin James
WJ Interests · Sugar Land, Texas
Austin James is a fee-only financial advisor at WJ Interests in Sugar Land, Texas. WJ Interests reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WJ Interests |
|---|---|
| Based in | Sugar Land, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $633.5M across 828 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8273840 |
| Exams passed | Series 65 (2026) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.wjwealth.com |
How Austin's firm compares
- WJ Interests's average account is about $765,000, from its Form ADV (assets managed divided by 828 accounts).
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Questions about Austin
Is Austin James a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and WJ Interests reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Austin charge for financial advice?
Austin's firm, WJ Interests, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Austin James based?
Austin James is based in Sugar Land, Texas.
Is Austin James registered with the SEC?
Yes. Austin James is registered as an investment adviser representative in TX (CRD 8273840), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WJ Interests manage?
WJ Interests reports $633.5M across 828 accounts in assets under management.
How do I contact Austin James?
Through Austin's website, www.wjwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sugar Land
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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