# James Langer

> James Langer is a fee-only financial advisor at Wavvest in Chicago, Illinois, who holds the CFA credential. James focuses on retirement planning, estate & legacy planning and tax planning. Wavvest reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-langer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wavvest
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $339.9M across 144 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families, Founders, Retirees
- **CRD:** 4445676 (https://adviserinfo.sec.gov/individual/summary/4445676)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.wavvest.com/

## Frequently asked questions

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

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

### Where is James Langer based?

James Langer is based in Chicago, Illinois.

### What does James specialize in?

James's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. James works with multi-generational families, founders and retirees.

### What credentials does James Langer hold?

James Langer holds the CFA credential.

### Is James Langer registered with the SEC?

Yes. James Langer is registered as an investment adviser representative in IL (CRD 4445676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wavvest manage?

Wavvest reports $339.9M across 144 accounts in assets under management.

### How do I contact James Langer?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4445676): 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
- The firm's website (https://www.wavvest.com/): specialties, clients served, and fees, checked October 30, 2026

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