# James Beard

> James Beard is a fee-only financial advisor at LoneTree Wealth Management in Memphis, Tennessee. James focuses on equity compensation. LoneTree Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** LoneTree Wealth Management
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $47.1M across 361 accounts
- **Specialties:** Equity compensation
- **CRD:** 6081183 (https://adviserinfo.sec.gov/individual/summary/6081183)
- **SEC registration:** Investment adviser representative in LA, TN, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://lonetreewealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and LoneTree 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, LoneTree Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Beard based?

James Beard is based in Memphis, Tennessee.

### What does James specialize in?

James's specialties include equity compensation.

### Is James Beard registered with the SEC?

Yes. James Beard is registered as an investment adviser representative in LA, TN and TX (CRD 6081183), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does LoneTree Wealth Management manage?

LoneTree Wealth Management reports $47.1M across 361 accounts in assets under management.

### How do I contact James Beard?

Through James's website, lonetreewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6081183): 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://www.lonetreewealth.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.