James Davis
Aspen Wealth Management · Fort Worth, Texas
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.
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Facts
| Firm | Aspen Wealth Management |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $657.8M across 1,121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6545250 |
| Exams passed | Series 63 (2015) · Series 66 (2018) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.aspenwealthmgmt.com |
How James's firm compares
- Aspen Wealth Management's average account is about $587,000, from its Form ADV (assets managed divided by 1,121 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
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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