James Morris
FMA Wealth Management · Duxbury, Massachusetts
James Morris is a fee-only financial advisor at FMA Wealth Management in Duxbury, Massachusetts, who holds the CFP credential. FMA Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | FMA Wealth Management |
|---|---|
| Based in | Duxbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $174.0M across 435 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 705495 |
| Exams passed | Series 63 (1980) |
| Firm size | 2 employees |
| Disclosures | None reported |
How James's firm compares
- FMA Wealth Management's average account is about $400,000, from its Form ADV (assets managed divided by 435 accounts).
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Questions about James
Is James Morris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and FMA 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, FMA Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Morris based?
James Morris is based in Duxbury, Massachusetts.
What credentials does James Morris hold?
James Morris holds the CFP credential.
Is James Morris registered with the SEC?
Yes. James Morris is registered as an investment adviser representative in MA (CRD 705495), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FMA Wealth Management manage?
FMA Wealth Management reports $174.0M across 435 accounts in assets under management.
How do I contact James Morris?
Contact details aren't on file yet. Search for FMA Wealth Management.
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.
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