James Rossman
Buttonwood Financial Advisors · Baltimore, Maryland
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.
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Facts
| Firm | Buttonwood Financial Advisors |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $483.2M across 1,066 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 2969401 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | buttonwoodfa.com |
How James's firm compares
- Buttonwood Financial Advisors's average account is about $453,000, from its Form ADV (assets managed divided by 1,066 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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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