James Myers
Journey Wealth · Cleveland, Ohio
James Myers is a fee-only financial advisor at Journey Wealth in Cleveland, Ohio. James focuses on tax planning, estate & legacy planning and small business owners. Journey Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to James →
Specialties
Who they serve
- Executives
- Retirees
- Ultra high net worth
Facts
| Firm | Journey Wealth |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.39B across 879 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4392672 |
| Exams passed | Series 63 (2001) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.fsmwealthadvisors.com |
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Myers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Journey Wealth 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, Journey Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Myers based?
James Myers is based in Cleveland, Ohio.
What does James specialize in?
James's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). James works with executives, retirees and ultra high net worth.
Is James Myers registered with the SEC?
Yes. James Myers is registered as an investment adviser representative in OH (CRD 4392672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Journey Wealth manage?
Journey Wealth reports $1.39B across 879 accounts in assets under management.
How do I contact James Myers?
Through James's website, www.fsmwealthadvisors.com.
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
- Journey Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.