# James Karberg

> James Karberg is a fee-only financial advisor at Redw Wealth in Phoenix, Arizona, who holds the CFP credential. Redw Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Redw Wealth
- **Based in:** Phoenix, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $869.2M across 892 accounts
- **Credentials:** CFP
- **CRD:** 4125416 (https://adviserinfo.sec.gov/individual/summary/4125416)
- **SEC registration:** Investment adviser representative in AZ, NM, OR, TX
- **Exams passed:** Series 66 (2000)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://redw.com/wealth (affiliate)

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Redw Wealth 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, Redw Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Karberg based?

James Karberg is based in Phoenix, Arizona.

### What credentials does James Karberg hold?

James Karberg holds the CFP credential.

### Is James Karberg registered with the SEC?

Yes. James Karberg is registered as an investment adviser representative in AZ, NM, OR and TX (CRD 4125416), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Redw Wealth manage?

Redw Wealth reports $869.2M across 892 accounts in assets under management.

### How do I contact James Karberg?

Through James's website, redw.com/wealth (affiliate).

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4125416): 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.