James Hua
Opal Advisors · Bellevue, Washington
James Hua is a fee-only financial advisor at Opal Advisors in Bellevue, Washington. James focuses on retirement planning, estate & legacy planning and tax planning. Opal Advisors reports charging a percentage of assets and performance-based fees on its Form ADV.
Request an introduction to James →
Specialties
Facts
| Firm | Opal Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $174.0M across 381 accounts |
| SEC registration | Investment adviser representative in WA · CRD 5950165 |
| Exams passed | Series 65 (2012) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.opaladvisors.com |
| Profile |
How James's firm compares
- Opal Advisors's average account is about $457,000, from its Form ADV (assets managed divided by 381 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 Hua a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Opal Advisors 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, Opal Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is James Hua based?
James Hua is based in Bellevue, Washington.
What does James specialize in?
James's specialties include retirement planning, estate & legacy planning and tax planning.
Is James Hua registered with the SEC?
Yes. James Hua is registered as an investment adviser representative in WA (CRD 5950165), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Opal Advisors manage?
Opal Advisors reports $174.0M across 381 accounts in assets under management.
How do I contact James Hua?
Through James's website, www.opaladvisors.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
- Opal Advisors 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.