James Lawson
Heritage Financial Network · Concord, Massachusetts
James Lawson is a fee-only financial advisor at Heritage Financial Network in Concord, Massachusetts. James focuses on small business owners, founders (pre-exit) and retirement planning. Heritage Financial Network reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Heritage Financial Network |
|---|---|
| Based in | Concord, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $85M across 37 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4722084 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.heritagefinancialnetworks.com |
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Questions about James
Is James Lawson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Heritage Financial Network 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, Heritage Financial Network, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Lawson based?
James Lawson is based in Concord, Massachusetts.
What does James specialize in?
James's specialties include small business owners, founders (pre-exit), retirement planning, estate & legacy planning and tax planning. James works with founders and retirees.
Is James Lawson registered with the SEC?
Yes. James Lawson is registered as an investment adviser representative in MA (CRD 4722084), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Financial Network manage?
Heritage Financial Network reports $85M across 37 accounts in assets under management.
How do I contact James Lawson?
Through James's website, www.heritagefinancialnetworks.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
- Heritage Financial Network 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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