James Heflin
Yes Wealth Management · Mahtomedi, Minnesota
James Heflin is a fee-only financial advisor at Yes Wealth Management in Mahtomedi, Minnesota. James focuses on sustainable & impact investing and estate & legacy planning. Yes Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Yes Wealth Management |
|---|---|
| Based in | Mahtomedi, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $127.5M across 299 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 6609854 |
| Exams passed | Series 65 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | yeswealth.com |
How James's firm compares
- Yes Wealth Management's average account is about $426,000, from its Form ADV (assets managed divided by 299 accounts).
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Questions about James
Is James Heflin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Yes Wealth Management 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, Yes Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Does James work with clients virtually?
Yes. Yes Wealth Management says on its website that it works with clients remotely.
Where is James Heflin based?
James Heflin is based in Mahtomedi, Minnesota.
What does James specialize in?
James's specialties include sustainable & impact investing and estate & legacy planning.
Is James Heflin registered with the SEC?
Yes. James Heflin is registered as an investment adviser representative in MN and TX (CRD 6609854), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yes Wealth Management manage?
Yes Wealth Management reports $127.5M across 299 accounts in assets under management.
How do I contact James Heflin?
Through James's website, yeswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mahtomedi
Other advisors in Minnesota who focus on sustainable & impact investing
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
- Yes Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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