# James Ho

> James Ho is a fee-only financial advisor at West Branch Capital in Amherst, Massachusetts, who holds the CFA credential. West Branch Capital reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-ho/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** West Branch Capital
- **Based in:** Amherst, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $690.1M across 1,255 accounts
- **Credentials:** CFA
- **Works with:** Multi-generational families
- **CRD:** 2036580 (https://adviserinfo.sec.gov/individual/summary/2036580)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.westbranchcapital.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and West Branch Capital 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, West Branch Capital, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is James Ho based?

James Ho is based in Amherst, Massachusetts.

### What credentials does James Ho hold?

James Ho holds the CFA credential.

### Is James Ho registered with the SEC?

Yes. James Ho is registered as an investment adviser representative in MA (CRD 2036580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does West Branch Capital manage?

West Branch Capital reports $690.1M across 1,255 accounts in assets under management.

### How do I contact James Ho?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2036580): 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
- The firm's website (https://www.westbranchcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.