# James Davis

> James Davis is a fee-only financial advisor at Aspen Wealth Management in Fort Worth, Texas, who holds the CFP credential. Aspen Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-davis-6545250/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Aspen Wealth Management
- **Based in:** Fort Worth, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $657.8M across 1,121 accounts
- **Credentials:** CFP
- **CRD:** 6545250 (https://adviserinfo.sec.gov/individual/summary/6545250)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2015), Series 66 (2018)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.aspenwealthmgmt.com

## Frequently asked questions

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

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

### Where is James Davis based?

James Davis is based in Fort Worth, Texas.

### What credentials does James Davis hold?

James Davis holds the CFP credential.

### Is James Davis registered with the SEC?

Yes. James Davis is registered as an investment adviser representative in TX (CRD 6545250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aspen Wealth Management manage?

Aspen Wealth Management reports $657.8M across 1,121 accounts in assets under management.

### How do I contact James Davis?

Through James's website, www.aspenwealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6545250): 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.