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Advisor

James Smith

SignalUp Wealth Management · Fayetteville, Arkansas

James Smith is a fee-only financial advisor at SignalUp Wealth Management in Fayetteville, Arkansas. SignalUp Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Who they serve

  • Early-career professionals

Facts

FirmSignalUp Wealth Management
Based in Fayetteville, Arkansas
Fee model (firm's Form ADV)Percentage of assets · Hourly
Accepting new clientsYes
Assets under management$10.4M across 70 accounts
SEC registration Investment adviser representative in AR · CRD 5867918
Exams passedSeries 63 (2011) · Series 65 (2024) · Series 66 (2013)
Firm size1 employee
Disclosures None reported
Websitesignalupwealth.com

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Questions about James

Is James Smith a fee-only financial advisor?

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

Where is James Smith based?

James Smith is based in Fayetteville, Arkansas.

Is James Smith registered with the SEC?

Yes. James Smith is registered as an investment adviser representative in AR (CRD 5867918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does SignalUp Wealth Management manage?

SignalUp Wealth Management reports $10.4M across 70 accounts in assets under management.

How do I contact James Smith?

Through James's website, signalupwealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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