# James Diorio

> James Diorio is a fee-only financial advisor at Blue Square Asset Management in New York, New York. Blue Square Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Blue Square Asset Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $410.3M across 651 accounts
- **CRD:** 7352935 (https://adviserinfo.sec.gov/individual/summary/7352935)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.bluesquarewealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Blue Square Asset 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, Blue Square Asset Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is James Diorio based?

James Diorio is based in New York, New York.

### Is James Diorio registered with the SEC?

Yes. James Diorio is registered as an investment adviser representative in NY and TX (CRD 7352935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Square Asset Management manage?

Blue Square Asset Management reports $410.3M across 651 accounts in assets under management.

### How do I contact James Diorio?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7352935): 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.