James Ho
West Branch Capital · Amherst, Massachusetts
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.
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Who they serve
- Multi-generational families
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 | $690.1M across 1,255 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 2036580 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.westbranchcapital.com |
How James's firm compares
- West Branch Capital's average account is about $550,000, from its Form ADV (assets managed divided by 1,255 accounts).
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Questions about James
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.
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
- West Branch Capital 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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