# James Sexton

> James Sexton is a fee-only financial advisor at Piedmont Wealth Advisory in Reston, Virginia, who holds the CFP credential. James charges a flat fee or retainer and focuses on flat-fee planning and divorce financial planning.

Page: https://find.wellspent.co/advisors/james-sexton-6238381/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Piedmont Wealth Advisory
- **Based in:** Reston, Virginia
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $353.7M across 615 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Divorce financial planning
- **Works with:** Divorced individuals
- **CRD:** 6238381 (https://adviserinfo.sec.gov/individual/summary/6238381)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (2013)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.piedmontwealthadvisory.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Piedmont Wealth Advisory 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 charges a flat fee or retainer.

### Where is James Sexton based?

James Sexton is based in Reston, Virginia.

### What does James specialize in?

James's specialties include flat-fee planning and divorce financial planning. James works with divorced individuals.

### What credentials does James Sexton hold?

James Sexton holds the CFP credential.

### Is James Sexton registered with the SEC?

Yes. James Sexton is registered as an investment adviser representative in TX and VA (CRD 6238381), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Piedmont Wealth Advisory manage?

Piedmont Wealth Advisory reports $353.7M across 615 accounts in assets under management.

### How do I contact James Sexton?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6238381): 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.piedmontwealthadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.