# James Stechschulte

> James Stechschulte is a fee-only financial advisor at THOR Wealth Management in Cincinnati, Ohio, who holds the CFA credential. James focuses on tax planning, estate & legacy planning and retirement planning. THOR Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** THOR Wealth Management
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $678.7M across 1,691 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Equity compensation
- **CRD:** 5952527 (https://adviserinfo.sec.gov/individual/summary/5952527)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.thorwealthmanagement.com

## Frequently asked questions

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

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

### Where is James Stechschulte based?

James Stechschulte is based in Cincinnati, Ohio.

### What does James specialize in?

James's specialties include tax planning, estate & legacy planning, retirement planning and equity compensation.

### What credentials does James Stechschulte hold?

James Stechschulte holds the CFA credential.

### Is James Stechschulte registered with the SEC?

Yes. James Stechschulte is registered as an investment adviser representative in OH (CRD 5952527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does THOR Wealth Management manage?

THOR Wealth Management reports $678.7M across 1,691 accounts in assets under management.

### How do I contact James Stechschulte?

Through James's website, www.thorwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5952527): 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://www.thorwealthmanagement.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.