James Spangler
TradeWinds Wealth Management · Portland, Oregon
James Spangler is a fee-only financial advisor at TradeWinds Wealth Management in Portland, Oregon. James charges a percentage of assets (a $250,000 asset minimum) and focuses on estate & legacy planning and sustainable & impact investing.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | TradeWinds Wealth Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $135.1M across 261 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 7237397 |
| Exams passed | Series 66 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.tradewindswm.com |
| Profile |
How James's firm compares
- TradeWinds Wealth Management's average account is about $517,000, from its Form ADV (assets managed divided by 261 accounts).
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Questions about James
Is James Spangler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and TradeWinds 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 charges a percentage of assets.
How much does James charge?
According to TradeWinds Wealth Management's website, checked October 30, 2026: a $250,000 asset minimum.
Does James work with clients virtually?
Yes. TradeWinds Wealth Management says on its website that it works with clients remotely.
Where is James Spangler based?
James Spangler is based in Portland, Oregon.
What does James specialize in?
James's specialties include estate & legacy planning and sustainable & impact investing. James works with multi-generational families.
Is James Spangler registered with the SEC?
Yes. James Spangler is registered as an investment adviser representative in OR, TX and WA (CRD 7237397), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TradeWinds Wealth Management manage?
TradeWinds Wealth Management reports $135.1M across 261 accounts in assets under management.
How do I contact James Spangler?
Through James's website, www.tradewindswm.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
- TradeWinds Wealth Management 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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