# James Blake Bowman

> James Blake Bowman is a fee-only financial advisor at Wave Wealth Planning, LLC in Nashville, Tennessee, who holds the CFP credential. Wave Wealth Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wave Wealth Planning, LLC
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15.9M across 197 accounts
- **Credentials:** CFP
- **CRD:** 6488916 (https://adviserinfo.sec.gov/individual/summary/6488916)
- **SEC registration:** Investment adviser representative in CA, TN
- **Exams passed:** Series 63 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://wavewealthplanning.com

## Frequently asked questions

### Is James Blake Bowman a fee-only financial advisor?

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

### How does James Blake charge for financial advice?

James Blake's firm, Wave Wealth Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does James Blake work with clients virtually?

Yes. Wave Wealth Planning, LLC says on its website that it works with clients remotely.

### Where is James Blake Bowman based?

James Blake Bowman is based in Nashville, Tennessee.

### What credentials does James Blake Bowman hold?

James Blake Bowman holds the CFP credential.

### Is James Blake Bowman registered with the SEC?

Yes. James Blake Bowman is registered as an investment adviser representative in CA and TN (CRD 6488916), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wave Wealth Planning, LLC manage?

Wave Wealth Planning, LLC reports $15.9M across 197 accounts in assets under management.

### How do I contact James Blake Bowman?

Through James Blake's website, wavewealthplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46410): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- 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.wavewealthplanning.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.