James Potter
Brock Hill Wealth Management · Newton, Massachusetts
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.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
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 | $87.0M across 175 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7667962 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.brockhillwealth.com |
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Questions about James
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.
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
- Brock Hill Wealth 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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