# James Hartwell

> James Hartwell is a fee-only financial advisor at Essex in Deer Park, Illinois. Essex reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Essex
- **Based in:** Deer Park, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $649.3M across 2,294 accounts
- **CRD:** 2400781 (https://adviserinfo.sec.gov/individual/summary/2400781)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (1994)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.alignable.com/barrington-il/essex-llc

## Frequently asked questions

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

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

### Where is James Hartwell based?

James Hartwell is based in Deer Park, Illinois.

### Is James Hartwell registered with the SEC?

Yes. James Hartwell is registered as an investment adviser representative in IL and TX (CRD 2400781), 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 Essex manage?

Essex reports $649.3M across 2,294 accounts in assets under management.

### How do I contact James Hartwell?

Through James's website, www.alignable.com/barrington-il/essex-llc.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2400781): 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.