James Rose
Dollar & Sense · Pittsfield, Massachusetts
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.
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Facts
| Firm | Dollar & Sense |
|---|---|
| Based in | Pittsfield, Massachusetts |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 1335376 |
| Exams passed | Series 63 (1985) |
| Firm size | 2 employees |
| Disclosures | None reported |
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Questions about James
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.
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
- 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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