James Reynolds
HFM Wealth Management · West Hartford, Connecticut
James Reynolds is a fee-only financial advisor at HFM Wealth Management in West Hartford, Connecticut, who holds the CFP and CFA credentials. James focuses on family wealth transfer and small business owners. HFM 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
- Multi-generational families
Facts
| Firm | HFM Wealth Management |
|---|---|
| Based in | West Hartford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $699.6M across 185 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CT · CRD 5075347 |
| Exams passed | Series 66 (2011) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.hfmonline.com |
How James's firm compares
- HFM Wealth Management's average account is about $3.8 million, from its Form ADV (assets managed divided by 185 accounts).
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Questions about James
Is James Reynolds a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and HFM 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, HFM Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Reynolds based?
James Reynolds is based in West Hartford, Connecticut.
What does James specialize in?
James's specialties include family wealth transfer and small business owners. James works with multi-generational families.
What credentials does James Reynolds hold?
James Reynolds holds the CFP and CFA credentials.
Is James Reynolds registered with the SEC?
Yes. James Reynolds is registered as an investment adviser representative in CT (CRD 5075347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HFM Wealth Management manage?
HFM Wealth Management reports $699.6M across 185 accounts in assets under management.
How do I contact James Reynolds?
Through James's website, www.hfmonline.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
- HFM 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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