# James Iverson

> James Iverson is a fee-only financial advisor at 1taxfinancial in Cincinnati, Ohio, who holds the CFA credential. 1taxfinancial reports charging hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-iverson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** 1taxfinancial
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Hourly
- **Credentials:** CFA
- **CRD:** 6632808 (https://adviserinfo.sec.gov/individual/summary/6632808)
- **SEC registration:** Investment adviser representative in CO, OH
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://1taxfinancial.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and 1taxfinancial 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, 1taxfinancial, reports charging hourly fees on its SEC Form ADV.

### Where is James Iverson based?

James Iverson is based in Cincinnati, Ohio.

### What credentials does James Iverson hold?

James Iverson holds the CFA credential.

### Is James Iverson registered with the SEC?

Yes. James Iverson is registered as an investment adviser representative in CO and OH (CRD 6632808), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact James Iverson?

Through James's website, 1taxfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6632808): 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

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