James Adams
Adams Wealth Management · Amarillo, Texas
James Adams is a fee-only financial advisor at Adams Wealth Management in Amarillo, Texas. James focuses on retirement planning and estate & legacy planning. Adams Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Adams Wealth Management |
|---|---|
| Based in | Amarillo, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $13.6M across 65 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5868493 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | adamswm.com |
| Profile |
How James's firm compares
- Adams Wealth Management's average account is about $209,000, from its Form ADV (assets managed divided by 65 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 Adams 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, Adams Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is James Adams based?
James Adams is based in Amarillo, Texas.
What does James specialize in?
James's specialties include retirement planning and estate & legacy planning.
Is James Adams registered with the SEC?
Yes. James Adams is registered as an investment adviser representative in TX (CRD 5868493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adams Wealth Management manage?
Adams Wealth Management reports $13.6M across 65 accounts in assets under management.
How do I contact James Adams?
Through James's website, adamswm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on retirement planning
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
- Adams Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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