# James Strege

> James Strege is a fee-only financial advisor at Rockway Wealth Partners in Urbandale, Iowa. Rockway Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-strege/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Rockway Wealth Partners
- **Based in:** Urbandale, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $26.6M across 107 accounts
- **CRD:** 8167221 (https://adviserinfo.sec.gov/individual/summary/8167221)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.rockwaywealth.com

## Frequently asked questions

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

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

### Where is James Strege based?

James Strege is based in Urbandale, Iowa.

### Is James Strege registered with the SEC?

Yes. James Strege is registered as an investment adviser representative in IA (CRD 8167221), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rockway Wealth Partners manage?

Rockway Wealth Partners reports $26.6M across 107 accounts in assets under management.

### How do I contact James Strege?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8167221): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.