# James Hallett

> James Hallett is a fee-only financial advisor at Hallett Advisors in Port Angeles, Washington. James focuses on retirement planning, divorce financial planning and sustainable & impact investing. Hallett Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-hallett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Hallett Advisors
- **Based in:** Port Angeles, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $157.9M across 780 accounts
- **Specialties:** Retirement planning, Divorce financial planning, Sustainable & impact investing
- **CRD:** 1693123 (https://adviserinfo.sec.gov/individual/summary/1693123)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 63 (1987)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.hallettadvisors.us

## Frequently asked questions

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

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

### Where is James Hallett based?

James Hallett is based in Port Angeles, Washington.

### What does James specialize in?

James's specialties include retirement planning, divorce financial planning and sustainable & impact investing.

### Is James Hallett registered with the SEC?

Yes. James Hallett is registered as an investment adviser representative in TX and WA (CRD 1693123), 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 Hallett Advisors manage?

Hallett Advisors reports $157.9M across 780 accounts in assets under management.

### How do I contact James Hallett?

Through James's website, www.hallettadvisors.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1693123): 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
- The firm's website (https://www.hallettadvisors.us/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.