# James Harpst

> James Harpst is a fee-only financial advisor at Infresh in Findlay, Ohio. Infresh reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Infresh
- **Based in:** Findlay, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $62.4M across 432 accounts
- **CRD:** 5771748 (https://adviserinfo.sec.gov/individual/summary/5771748)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 65 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.infreshwealth.com

## Frequently asked questions

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

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

### Where is James Harpst based?

James Harpst is based in Findlay, Ohio.

### Is James Harpst registered with the SEC?

Yes. James Harpst is registered as an investment adviser representative in OH and TX (CRD 5771748), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Infresh manage?

Infresh reports $62.4M across 432 accounts in assets under management.

### How do I contact James Harpst?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5771748): 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.