James Strege
Rockway Wealth Partners · Urbandale, Iowa
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.
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Facts
| Firm | Rockway Wealth Partners |
|---|---|
| Based in | Urbandale, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $26.6M across 107 accounts |
| SEC registration | Investment adviser representative in IA · CRD 8167221 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.rockwaywealth.com |
How James's firm compares
- Rockway Wealth Partners's average account is about $248,000, from its Form ADV (assets managed divided by 107 accounts).
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Questions about James
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.
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
- 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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