James Blake Bowman
Wave Wealth Planning, LLC · Nashville, Tennessee
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.
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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 |
| Accepting new clients | Yes |
| Assets under management | $15.9M across 197 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TN · CRD 6488916 |
| Exams passed | Series 63 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wavewealthplanning.com |
| Profile |
How James Blake's firm compares
- Wave Wealth Planning, LLC's average account is about $81,000, from its Form ADV (assets managed divided by 197 accounts).
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Questions about James Blake
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Wave Wealth Planning, LLC 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.
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