James Ashby
Mustard Seed Wealth Management · Magnolia, Arkansas
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.
Request an introduction to James →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $449.4M across 1,621 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in AR, LA, TX · CRD 3187944 |
| Exams passed | Series 65 (1999) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | msfwm.com |
| Profile |
How James's firm compares
- Mustard Seed Wealth Management's average account is about $277,000, from its Form ADV (assets managed divided by 1,621 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Mustard Seed Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.