James Cantrell
Financial Strategies · Brookfield, Wisconsin
James Cantrell is a fee-only financial advisor at Financial Strategies in Brookfield, Wisconsin, who holds the CFP credential. Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Strategies |
|---|---|
| Based in | Brookfield, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $149.8M across 560 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 2087445 |
| Exams passed | Series 63 (1990) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.retirementandwealth.com |
How James's firm compares
- Financial Strategies's average account is about $268,000, from its Form ADV (assets managed divided by 560 accounts).
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Questions about James
Is James Cantrell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Financial Strategies 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, Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Cantrell based?
James Cantrell is based in Brookfield, Wisconsin.
What credentials does James Cantrell hold?
James Cantrell holds the CFP credential.
Is James Cantrell registered with the SEC?
Yes. James Cantrell is registered as an investment adviser representative in TX and WI (CRD 2087445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Strategies manage?
Financial Strategies reports $149.8M across 560 accounts in assets under management.
How do I contact James Cantrell?
Through James's website, www.retirementandwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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