James Osborne
Bason Asset Management · Lakewood, Colorado
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.
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Specialties
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 |
| Assets under management | $848.8M across 840 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, NE, TX · CRD 4907938 |
| Exams passed | Series 63 (2005) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.basonasset.com |
| Profile |
How James's firm compares
- Ongoing planning starts at $5,800 a year, in line with the Colorado median of $6,000 for fee-only firms that publish prices.
- Bason Asset Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 840 accounts).
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Questions about James
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.
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
- Bason Asset Management 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.
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