# James Armstrong

> James Armstrong is a fee-only financial advisor at Henry H. Armstrong Associates in Pittsburgh, Pennsylvania. James charges a percentage of assets (1% a year on the first tier of assets managed and a $2,000,000 asset minimum) and focuses on family wealth transfer, estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/james-armstrong/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Henry H. Armstrong Associates
- **Based in:** Pittsburgh, Pennsylvania
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $2,000,000 asset minimum
- **Assets under management (firm):** $1.23B across 530 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning, Retirement planning
- **Works with:** Multi-generational families
- **CRD:** 4365995 (https://adviserinfo.sec.gov/individual/summary/4365995)
- **SEC registration:** Investment adviser representative in PA, TX
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.henryarmstrong.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Henry H. Armstrong Associates 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 charges a percentage of assets.

### How much does James charge?

According to Henry H. Armstrong Associates's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $2,000,000 asset minimum.

### Where is James Armstrong based?

James Armstrong is based in Pittsburgh, Pennsylvania.

### What does James specialize in?

James's specialties include family wealth transfer, estate & legacy planning and retirement planning. James works with multi-generational families.

### Is James Armstrong registered with the SEC?

Yes. James Armstrong is registered as an investment adviser representative in PA and TX (CRD 4365995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Henry H. Armstrong Associates manage?

Henry H. Armstrong Associates reports $1.23B across 530 accounts in assets under management.

### How do I contact James Armstrong?

Through James's website, www.henryarmstrong.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4365995): 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
- The firm's website (https://henryarmstrong.com/): specialties, clients served, and fees, checked October 30, 2026

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