# James Nelson

> James Nelson is a fee-only financial advisor at Affinity Wealth Management in Wilmington, Delaware, who holds the CFP credential. James focuses on tax planning, estate & legacy planning and small business owners. Affinity Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Affinity Wealth Management
- **Based in:** Wilmington, Delaware
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $872.5M across 2,004 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 7043292 (https://adviserinfo.sec.gov/individual/summary/7043292)
- **SEC registration:** Investment adviser representative in DE
- **Exams passed:** Series 66 (2019)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.affinitywealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Affinity 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, Affinity Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Nelson based?

James Nelson is based in Wilmington, Delaware.

### What does James specialize in?

James's specialties include tax planning, estate & legacy planning and small business owners.

### What credentials does James Nelson hold?

James Nelson holds the CFP credential.

### Is James Nelson registered with the SEC?

Yes. James Nelson is registered as an investment adviser representative in DE (CRD 7043292), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Affinity Wealth Management manage?

Affinity Wealth Management reports $872.5M across 2,004 accounts in assets under management.

### How do I contact James Nelson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7043292): 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://www.affinitywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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