# James Sargent

> James Sargent is a fee-only financial advisor at BentOak Capital in Weatherford, Texas, who holds the CFP credential. James focuses on founders (pre-exit), estate & legacy planning and tax planning. BentOak Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** BentOak Capital
- **Based in:** Weatherford, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $969.8M across 2,039 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Executives, Founders, Multi-generational families
- **CRD:** 4809694 (https://adviserinfo.sec.gov/individual/summary/4809694)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2004), Series 65 (2005), Series 66 (2015)
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** https://bentoakcapital.com/

## Frequently asked questions

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

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

### How much does James charge?

According to BentOak Capital's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is James Sargent based?

James Sargent is based in Weatherford, Texas.

### What does James specialize in?

James's specialties include founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. James works with executives, founders and multi-generational families.

### What credentials does James Sargent hold?

James Sargent holds the CFP credential.

### Is James Sargent registered with the SEC?

Yes. James Sargent is registered as an investment adviser representative in TX (CRD 4809694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BentOak Capital manage?

BentOak Capital reports $969.8M across 2,039 accounts in assets under management.

### How do I contact James Sargent?

Through James's website, bentoakcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4809694): 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://bentoakcapital.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.