# James Sexton

> James Sexton is a fee-only financial advisor at Phillip James Financial in Plymouth, Minnesota. James charges a percentage of assets and focuses on retirement planning, tax planning and equity compensation.

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

## Facts

- **Firm:** Phillip James Financial
- **Based in:** Plymouth, Minnesota
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $222.1M across 758 accounts
- **Specialties:** Retirement planning, Tax planning, Equity compensation
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6213353 (https://adviserinfo.sec.gov/individual/summary/6213353)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://phillipjamesfinancial.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 Phillip James Financial 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 percentage of assets.

### Where is James Sexton based?

James Sexton is based in Plymouth, Minnesota.

### What does James specialize in?

James's specialties include retirement planning, tax planning and equity compensation. James works with pre-retirees and retirees.

### Is James Sexton registered with the SEC?

Yes. James Sexton is registered as an investment adviser representative in MN (CRD 6213353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Phillip James Financial manage?

Phillip James Financial reports $222.1M across 758 accounts in assets under management.

### How do I contact James Sexton?

Through James's website, phillipjamesfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6213353): 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://phillipjamesfinancial.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.