# James Sherrard

> James Sherrard is a fee-only financial advisor at Richard P. Slaughter Associates in Austin, Texas, who holds the CFP and CFA credentials. James focuses on tax planning, estate & legacy planning and retirement planning. Richard P. Slaughter Associates reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Richard P. Slaughter Associates
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $905.2M across 1,564 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Equity compensation, Founders (pre-exit), Family wealth transfer
- **Works with:** High earners, Executives, Founders, Multi-generational families, Divorced individuals
- **CRD:** 6056540 (https://adviserinfo.sec.gov/individual/summary/6056540)
- **SEC registration:** Investment adviser representative in NM, TX
- **Exams passed:** Series 65 (2012)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://rpswealthadvisors.com/

## Frequently asked questions

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

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

### Where is James Sherrard based?

James Sherrard is based in Austin, Texas.

### What does James specialize in?

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

### What credentials does James Sherrard hold?

James Sherrard holds the CFP and CFA credentials.

### Is James Sherrard registered with the SEC?

Yes. James Sherrard is registered as an investment adviser representative in NM and TX (CRD 6056540), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Richard P. Slaughter Associates manage?

Richard P. Slaughter Associates reports $905.2M across 1,564 accounts in assets under management.

### How do I contact James Sherrard?

Through James's website, rpswealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6056540): 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://rpswealthadvisors.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.