James Hartwell
Essex · Deer Park, Illinois
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.
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Facts
| Firm | Essex |
|---|---|
| Based in | Deer Park, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $649.3M across 2,294 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 2400781 |
| Exams passed | Series 65 (1994) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.alignable.com/barrington-il/essex-llc |
How James's firm compares
- Essex's average account is about $283,000, from its Form ADV (assets managed divided by 2,294 accounts).
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Questions about James
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.
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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