James Adams
Lighthouse Wealth Management · Camp Hill, Pennsylvania
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.
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Facts
| Firm | Lighthouse Wealth Management |
|---|---|
| Based in | Camp Hill, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $246.8M across 347 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in PA · CRD 5971737 |
| Exams passed | Series 63 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lighthousewealth.com |
How James's firm compares
- Lighthouse Wealth Management's average account is about $711,000, from its Form ADV (assets managed divided by 347 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Camp Hill
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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