# James Serkes

> James Serkes is a fee-only financial advisor at Orange Investment Advisors in Goshen, New York. Orange Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Orange Investment Advisors
- **Based in:** Goshen, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.67B across 2,179 accounts
- **Works with:** Executives
- **CRD:** 4271004 (https://adviserinfo.sec.gov/individual/summary/4271004)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2000), Series 65 (2022)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.orangeinvestmentadvisors.com/

## Frequently asked questions

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

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

### Where is James Serkes based?

James Serkes is based in Goshen, New York.

### Is James Serkes registered with the SEC?

Yes. James Serkes is registered as an investment adviser representative in NY (CRD 4271004), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Orange Investment Advisors manage?

Orange Investment Advisors reports $1.67B across 2,179 accounts in assets under management.

### How do I contact James Serkes?

Through James's website, www.orangeinvestmentadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4271004): 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://www.orangeinvestmentadvisors.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.