# James Ridgeway

> James Ridgeway is a fee-only financial advisor at Leeward Financial Partners in Bellevue, Washington. James focuses on equity compensation, estate & legacy planning and sustainable & impact investing. Leeward Financial Partners reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Leeward Financial Partners
- **Based in:** Bellevue, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $401.5M across 607 accounts
- **Specialties:** Equity compensation, Estate & legacy planning, Sustainable & impact investing
- **CRD:** 2629340 (https://adviserinfo.sec.gov/individual/summary/2629340)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 63 (1995), Series 65 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.leewardfp.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Leeward Financial Partners 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, Leeward Financial Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is James Ridgeway based?

James Ridgeway is based in Bellevue, Washington.

### What does James specialize in?

James's specialties include equity compensation, estate & legacy planning and sustainable & impact investing.

### Is James Ridgeway registered with the SEC?

Yes. James Ridgeway is registered as an investment adviser representative in TX and WA (CRD 2629340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Leeward Financial Partners manage?

Leeward Financial Partners reports $401.5M across 607 accounts in assets under management.

### How do I contact James Ridgeway?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2629340): 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://leewardfp.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.