# James Rose

> James Rose is a fee-only financial advisor at Dollar & Sense in Pittsfield, Massachusetts, who holds the CFP credential. Dollar & Sense reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-rose/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Dollar & Sense
- **Based in:** Pittsfield, Massachusetts
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Credentials:** CFP
- **CRD:** 1335376 (https://adviserinfo.sec.gov/individual/summary/1335376)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1985)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Dollar & Sense 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, Dollar & Sense, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is James Rose based?

James Rose is based in Pittsfield, Massachusetts.

### What credentials does James Rose hold?

James Rose holds the CFP credential.

### Is James Rose registered with the SEC?

Yes. James Rose is registered as an investment adviser representative in MA (CRD 1335376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact James Rose?

Contact details aren't on file yet. Search for Dollar & Sense.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1335376): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.