James Letteney
Letteney Financial Advisory · Waldoboro, Maine
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.
Request an introduction to James →
Facts
| Firm | Letteney Financial Advisory |
|---|---|
| Based in | Waldoboro, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.3M across 60 accounts |
| SEC registration | Investment adviser representative in ME · CRD 6264938 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | letteneyadvisory.com |
How James's firm compares
- Letteney Financial Advisory's average account is about $38,000, from its Form ADV (assets managed divided by 60 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.