# James Laite

> James Laite is a fee-only financial advisor at Cadence Wealth Management in Westborough, Massachusetts. Cadence Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Cadence Wealth Management
- **Based in:** Westborough, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $448.0M across 3,272 accounts
- **CRD:** 4656586 (https://adviserinfo.sec.gov/individual/summary/4656586)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2003)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.cadencewm.com

## Frequently asked questions

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

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

### Where is James Laite based?

James Laite is based in Westborough, Massachusetts.

### Is James Laite registered with the SEC?

Yes. James Laite is registered as an investment adviser representative in MA (CRD 4656586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cadence Wealth Management manage?

Cadence Wealth Management reports $448.0M across 3,272 accounts in assets under management.

### How do I contact James Laite?

Through James's website, www.cadencewm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4656586): 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.