# James Ashby

> James Ashby is a fee-only financial advisor at Mustard Seed Wealth Management in Magnolia, Arkansas, who holds the CFP and CPA credentials. James focuses on retirement planning, estate & legacy planning and tax planning. Mustard Seed Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-ashby/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Mustard Seed Wealth Management
- **Based in:** Magnolia, Arkansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $449.4M across 1,621 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 3187944 (https://adviserinfo.sec.gov/individual/summary/3187944)
- **SEC registration:** Investment adviser representative in AR, LA, TX
- **Exams passed:** Series 65 (1999)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://msfwm.com

## Frequently asked questions

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

Yes. James Ashby is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by James's firm.

### How does James charge for financial advice?

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

### Where is James Ashby based?

James Ashby is based in Magnolia, Arkansas.

### What does James specialize in?

James's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. James works with retirees and pre-retirees.

### What credentials does James Ashby hold?

James Ashby holds the CFP and CPA credentials.

### Is James Ashby registered with the SEC?

Yes. James Ashby is registered as an investment adviser representative in AR, LA and TX (CRD 3187944), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Mustard Seed Wealth Management manage?

Mustard Seed Wealth Management reports $449.4M across 1,621 accounts in assets under management.

### How do I contact James Ashby?

Through James's website, msfwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4032): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.msfwm.com/): specialties, clients served, and fees, checked October 28, 2026

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