James Holcomb
Westward Investment Advisory · Mission, Kansas
James Holcomb is a fee-only financial advisor at Westward Investment Advisory in Mission, Kansas. James focuses on family wealth transfer. Westward Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to James →
Specialties
Facts
| Firm | Westward Investment Advisory |
|---|---|
| Based in | Mission, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $571.5M across 61 accounts |
| SEC registration | Investment adviser representative in KS, TX, WI · CRD 2200239 |
| Exams passed | Series 63 (1998) · Series 66 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.westwardinvestment.com |
| Profile |
How James's firm compares
- Westward Investment Advisory's average account is about $9.4 million, from its Form ADV (assets managed divided by 61 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Holcomb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Westward Investment Advisory 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, Westward Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Holcomb based?
James Holcomb is based in Mission, Kansas.
What does James specialize in?
James's specialties include family wealth transfer.
Is James Holcomb registered with the SEC?
Yes. James Holcomb is registered as an investment adviser representative in KS, TX and WI (CRD 2200239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westward Investment Advisory manage?
Westward Investment Advisory reports $571.5M across 61 accounts in assets under management.
How do I contact James Holcomb?
Through James's website, www.westwardinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mission
Other advisors in Kansas who focus on family wealth transfer
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
- Westward Investment Advisory 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.
See something wrong? Request a correction. Read our methodology.