# James Lloyd

> James Lloyd is a fee-only financial advisor at QP Wealth Management in Boca Raton, Florida. James focuses on equity compensation and family wealth transfer. QP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** QP Wealth Management
- **Based in:** Boca Raton, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $405.0M across 715 accounts
- **Specialties:** Equity compensation, Family wealth transfer
- **Works with:** Founders, Executives, Multi-generational families, High earners
- **CRD:** 2024256 (https://adviserinfo.sec.gov/individual/summary/2024256)
- **SEC registration:** Investment adviser representative in FL, NJ
- **Exams passed:** Series 63 (1991), Series 65 (1997)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.qpwealthmanagement.com

## Frequently asked questions

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

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

### Where is James Lloyd based?

James Lloyd is based in Boca Raton, Florida.

### What does James specialize in?

James's specialties include equity compensation and family wealth transfer. James works with founders, executives, multi-generational families and high earners.

### Is James Lloyd registered with the SEC?

Yes. James Lloyd is registered as an investment adviser representative in FL and NJ (CRD 2024256), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does QP Wealth Management manage?

QP Wealth Management reports $405.0M across 715 accounts in assets under management.

### How do I contact James Lloyd?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2024256): 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://qpwealthmanagement.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.