James Sexton
Piedmont Wealth Advisory · Reston, Virginia
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.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Piedmont Wealth Advisory |
|---|---|
| Based in | Reston, Virginia |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $353.7M across 615 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 6238381 |
| Exams passed | Series 63 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.piedmontwealthadvisory.com |
| Profile |
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Piedmont Wealth Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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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