# James Potter

> James Potter is a fee-only financial advisor at Brock Hill Wealth Management in Newton, Massachusetts. James focuses on tax planning, estate & legacy planning and retirement planning. Brock Hill Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Brock Hill Wealth Management
- **Based in:** Newton, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $87.0M across 175 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Small business owners, Physicians & residents
- **Works with:** Founders, Executives, Physicians
- **CRD:** 7667962 (https://adviserinfo.sec.gov/individual/summary/7667962)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.brockhillwealth.com

## Frequently asked questions

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

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

### Where is James Potter based?

James Potter is based in Newton, Massachusetts.

### What does James specialize in?

James's specialties include tax planning, estate & legacy planning, retirement planning, small business owners and physicians & residents. James works with founders, executives and physicians.

### Is James Potter registered with the SEC?

Yes. James Potter is registered as an investment adviser representative in MA (CRD 7667962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brock Hill Wealth Management manage?

Brock Hill Wealth Management reports $87.0M across 175 accounts in assets under management.

### How do I contact James Potter?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7667962): 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://brockhillwealth.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.