# James Osborn

> James Osborn is a fee-only financial advisor at Plum Street Advisors in New Orleans, Louisiana, who holds the CFP credential. Plum Street Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-osborn/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Plum Street Advisors
- **Based in:** New Orleans, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $462.8M across 616 accounts
- **Credentials:** CFP
- **CRD:** 5757661 (https://adviserinfo.sec.gov/individual/summary/5757661)
- **SEC registration:** Investment adviser representative in CA, FL, LA, MA, NY, WA
- **Exams passed:** Series 65 (2010)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.plumstreetadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Plum Street Advisors 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, Plum Street Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is James Osborn based?

James Osborn is based in New Orleans, Louisiana.

### What credentials does James Osborn hold?

James Osborn holds the CFP credential.

### Is James Osborn registered with the SEC?

Yes. James Osborn is registered as an investment adviser representative in CA, FL, LA, MA, NY and WA (CRD 5757661), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Plum Street Advisors manage?

Plum Street Advisors reports $462.8M across 616 accounts in assets under management.

### How do I contact James Osborn?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5757661): 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

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