James Harpst
Infresh · Findlay, Ohio
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.
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Facts
| Firm | Infresh |
|---|---|
| Based in | Findlay, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $62.4M across 432 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 5771748 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.infreshwealth.com |
| Profile |
How James's firm compares
- Infresh's average account is about $144,000, from its Form ADV (assets managed divided by 432 accounts).
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Questions about James
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.
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
- 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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