# James McGrath

> James McGrath is a fee-only financial advisor at Financial Strategies in Dripping Springs, Texas, who holds the CFP credential. Financial Strategies reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Financial Strategies
- **Based in:** Dripping Springs, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $19.4M across 28 accounts
- **Credentials:** CFP
- **CRD:** 1123300 (https://adviserinfo.sec.gov/individual/summary/1123300)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 63 (1983), Series 65 (1994)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

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

### Where is James McGrath based?

James McGrath is based in Dripping Springs, Texas.

### What credentials does James McGrath hold?

James McGrath holds the CFP credential.

### Is James McGrath registered with the SEC?

Yes. James McGrath is registered as an investment adviser representative in MD and TX (CRD 1123300), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Strategies manage?

Financial Strategies reports $19.4M across 28 accounts in assets under management.

### How do I contact James McGrath?

Contact details aren't on file yet. Search for Financial Strategies.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1123300): 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

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