James Mortenson
Johnson Wealth Management · Grand Forks, North Dakota
James Mortenson is a fee-only financial advisor at Johnson Wealth Management in Grand Forks, North Dakota, who holds the CFP and ChFC credentials. Johnson Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Johnson Wealth Management |
|---|---|
| Based in | Grand Forks, North Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $323.4M across 596 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MN, ND · CRD 7007407 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
How James's firm compares
- Johnson Wealth Management's average account is about $543,000, from its Form ADV (assets managed divided by 596 accounts).
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Questions about James
Is James Mortenson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Johnson 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, Johnson Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Mortenson based?
James Mortenson is based in Grand Forks, North Dakota.
What credentials does James Mortenson hold?
James Mortenson holds the CFP and ChFC credentials.
Is James Mortenson registered with the SEC?
Yes. James Mortenson is registered as an investment adviser representative in MN and ND (CRD 7007407), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Johnson Wealth Management manage?
Johnson Wealth Management reports $323.4M across 596 accounts in assets under management.
How do I contact James Mortenson?
Contact details aren't on file yet. Search for Johnson 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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