# James Osborne

> James Osborne is a fee-only financial advisor at Bason Asset Management in Lakewood, Colorado, who holds the CFP credential. James charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $5,800 a year) and focuses on retirement planning, family wealth transfer and tax planning.

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

## Facts

- **Firm:** Bason Asset Management
- **Based in:** Lakewood, Colorado
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $5,800 a year
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $848.8M across 840 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer, Tax planning
- **CRD:** 4907938 (https://adviserinfo.sec.gov/individual/summary/4907938)
- **SEC registration:** Investment adviser representative in CO, NE, TX
- **Exams passed:** Series 63 (2005), Series 65 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.basonasset.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Bason 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 charges a flat fee or retainer and an ongoing planning fee.

### How much does James charge?

According to Bason Asset Management's website, checked October 30, 2026: ongoing planning from $5,800 a year.

### Does James work with clients virtually?

Yes. Bason Asset Management says on its website that it works with clients remotely.

### Where is James Osborne based?

James Osborne is based in Lakewood, Colorado.

### What does James specialize in?

James's specialties include retirement planning, family wealth transfer and tax planning.

### What credentials does James Osborne hold?

James Osborne holds the CFP credential.

### Is James Osborne registered with the SEC?

Yes. James Osborne is registered as an investment adviser representative in CO, NE and TX (CRD 4907938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bason Asset Management manage?

Bason Asset Management reports $848.8M across 840 accounts in assets under management.

### How do I contact James Osborne?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4907938): 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://basonasset.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.