# James Rossman

> James Rossman is a fee-only financial advisor at Buttonwood Financial Advisors in Baltimore, Maryland. Buttonwood Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Buttonwood Financial Advisors
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $483.2M across 1,066 accounts
- **CRD:** 2969401 (https://adviserinfo.sec.gov/individual/summary/2969401)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 63 (1997), Series 65 (1998)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://buttonwoodfa.com

## Frequently asked questions

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

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

### Where is James Rossman based?

James Rossman is based in Baltimore, Maryland.

### Is James Rossman registered with the SEC?

Yes. James Rossman is registered as an investment adviser representative in MD and TX (CRD 2969401), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Buttonwood Financial Advisors manage?

Buttonwood Financial Advisors reports $483.2M across 1,066 accounts in assets under management.

### How do I contact James Rossman?

Through James's website, buttonwoodfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2969401): 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.