# James Maxon

> James Maxon is a fee-only financial advisor at James D Maxon Financial Advisors in Bedford, Massachusetts. James focuses on retirement planning. James D Maxon Financial Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** James D Maxon Financial Advisors
- **Based in:** Bedford, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $15.1M across 42 accounts
- **Specialties:** Retirement planning
- **CRD:** 3158896 (https://adviserinfo.sec.gov/individual/summary/3158896)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1999), Series 65 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.jdmfinancialadvisors.com

## Frequently asked questions

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

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

### Where is James Maxon based?

James Maxon is based in Bedford, Massachusetts.

### What does James specialize in?

James's specialties include retirement planning.

### Is James Maxon registered with the SEC?

Yes. James Maxon is registered as an investment adviser representative in MA (CRD 3158896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does James D Maxon Financial Advisors manage?

James D Maxon Financial Advisors reports $15.1M across 42 accounts in assets under management.

### How do I contact James Maxon?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3158896): 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://jdmfinancialadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

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