James Armstrong
Henry H. Armstrong Associates · Pittsburgh, Pennsylvania
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.
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Specialties
Who they serve
- Multi-generational families
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 | $1.23B across 530 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 4365995 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.henryarmstrong.com |
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Henry H. Armstrong Associates 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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