James Dunphy
Dunphy Wealth Management · Cincinnati, Ohio
James Dunphy is a fee-only financial advisor at Dunphy Wealth Management in Cincinnati, Ohio, who holds the CFP credential. James charges a percentage of assets and focuses on tax planning, estate & legacy planning and small business owners.
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Specialties
Facts
| Firm | Dunphy Wealth Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Percentage of assets |
| Assets under management | $13.5M across 109 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, OH, TX · CRD 4722688 |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | dunphywm.com |
How James's firm compares
- Dunphy Wealth Management's average account is about $124,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about James
Is James Dunphy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Dunphy 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 charges a percentage of assets.
Where is James Dunphy based?
James Dunphy is based in Cincinnati, Ohio.
What does James specialize in?
James's specialties include tax planning, estate & legacy planning and small business owners.
What credentials does James Dunphy hold?
James Dunphy holds the CFP credential.
Is James Dunphy registered with the SEC?
Yes. James Dunphy is registered as an investment adviser representative in KY, OH and TX (CRD 4722688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Dunphy Wealth Management manage?
Dunphy Wealth Management reports $13.5M across 109 accounts in assets under management.
How do I contact James Dunphy?
Through James's website, dunphywm.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
- Dunphy Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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