# James Letteney

> James Letteney is a fee-only financial advisor at Letteney Financial Advisory in Waldoboro, Maine. Letteney Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Letteney Financial Advisory
- **Based in:** Waldoboro, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.3M across 60 accounts
- **CRD:** 6264938 (https://adviserinfo.sec.gov/individual/summary/6264938)
- **SEC registration:** Investment adviser representative in ME
- **Exams passed:** Series 63 (2014), Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://letteneyadvisory.com

## Frequently asked questions

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

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

### Where is James Letteney based?

James Letteney is based in Waldoboro, Maine.

### Is James Letteney registered with the SEC?

Yes. James Letteney is registered as an investment adviser representative in ME (CRD 6264938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Letteney Financial Advisory manage?

Letteney Financial Advisory reports $2.3M across 60 accounts in assets under management.

### How do I contact James Letteney?

Through James's website, letteneyadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6264938): 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

---

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