James Stechschulte
THOR Wealth Management · Cincinnati, Ohio
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.
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Specialties
Facts
| Firm | THOR Wealth Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $678.7M across 1,691 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 5952527 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.thorwealthmanagement.com |
| Profile |
How James's firm compares
- THOR Wealth Management's average account is about $401,000, from its Form ADV (assets managed divided by 1,691 accounts).
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Questions about James
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.
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
- THOR 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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