James Krapfel
Glass Lake Wealth Management · Huntersville, North Carolina
James Krapfel is a fee-only financial advisor at Glass Lake Wealth Management in Huntersville, North Carolina, who holds the CFP and CFA credentials. James charges a percentage of assets.
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Facts
| Firm | Glass Lake Wealth Management |
|---|---|
| Based in | Huntersville, North Carolina |
| Fee model | Percentage of assets |
| Assets under management | $25.4M across 91 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL, NC · CRD 4656146 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.glasslakewealth.com |
How James's firm compares
- Glass Lake Wealth Management's average account is about $280,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about James
Is James Krapfel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Glass Lake Wealth Management 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 charges a percentage of assets.
Where is James Krapfel based?
James Krapfel is based in Huntersville, North Carolina.
What credentials does James Krapfel hold?
James Krapfel holds the CFP and CFA credentials.
Is James Krapfel registered with the SEC?
Yes. James Krapfel is registered as an investment adviser representative in IL and NC (CRD 4656146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glass Lake Wealth Management manage?
Glass Lake Wealth Management reports $25.4M across 91 accounts in assets under management.
How do I contact James Krapfel?
Through James's website, www.glasslakewealth.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
- Glass Lake Wealth Management 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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