James Osborn
Envest Asset Management · Ridgefield, Connecticut
James Osborn is a fee-only financial advisor at Envest Asset Management in Ridgefield, Connecticut. Envest Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Envest Asset Management |
|---|---|
| Based in | Ridgefield, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $45.8M across 134 accounts |
| SEC registration | Investment adviser representative in CA, CT, NY, PA, TX · CRD 5427507 |
| Exams passed | Series 63 (2008) · Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | envestam.com |
How James's firm compares
- Envest Asset Management's average account is about $342,000, from its Form ADV (assets managed divided by 134 accounts).
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Questions about James
Is James Osborn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Envest Asset 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, Envest Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Osborn based?
James Osborn is based in Ridgefield, Connecticut.
Is James Osborn registered with the SEC?
Yes. James Osborn is registered as an investment adviser representative in CA, CT, NY, PA and TX (CRD 5427507), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Envest Asset Management manage?
Envest Asset Management reports $45.8M across 134 accounts in assets under management.
How do I contact James Osborn?
Through James's website, envestam.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
- 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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