# James Bradley

> James Bradley is a fee-only financial advisor at Penobscot Financial Advisors in Portland, Maine, who holds the CFP and CFA credentials. Penobscot Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-bradley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Penobscot Financial Advisors
- **Based in:** Portland, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $544.5M across 1,811 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2853577 (https://adviserinfo.sec.gov/individual/summary/2853577)
- **SEC registration:** Investment adviser representative in ME
- **Exams passed:** Series 66 (1997)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://anchor.fm/penobscotfa

## Frequently asked questions

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

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

### Where is James Bradley based?

James Bradley is based in Portland, Maine.

### What credentials does James Bradley hold?

James Bradley holds the CFP and CFA credentials.

### Is James Bradley registered with the SEC?

Yes. James Bradley is registered as an investment adviser representative in ME (CRD 2853577), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Penobscot Financial Advisors manage?

Penobscot Financial Advisors reports $544.5M across 1,811 accounts in assets under management.

### How do I contact James Bradley?

Through James's website, anchor.fm/penobscotfa.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2853577): 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

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