# James Adams

> James Adams is a fee-only financial advisor at Lighthouse Wealth Management in Camp Hill, Pennsylvania, who holds the CFP and CFA credentials. Lighthouse Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-adams-5971737/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lighthouse Wealth Management
- **Based in:** Camp Hill, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $246.8M across 347 accounts
- **Credentials:** CFP, CFA
- **CRD:** 5971737 (https://adviserinfo.sec.gov/individual/summary/5971737)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://lighthousewealth.com/

## Frequently asked questions

### Is James Adams a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Lighthouse Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Lighthouse Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is James Adams based?

James Adams is based in Camp Hill, Pennsylvania.

### What credentials does James Adams hold?

James Adams holds the CFP and CFA credentials.

### Is James Adams registered with the SEC?

Yes. James Adams is registered as an investment adviser representative in PA (CRD 5971737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lighthouse Wealth Management manage?

Lighthouse Wealth Management reports $246.8M across 347 accounts in assets under management.

### How do I contact James Adams?

Through James's website, lighthousewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5971737): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.