James Tavares
Lodestar Wealth · Providence, Rhode Island
James Tavares is a fee-only financial advisor at Lodestar Wealth in Providence, Rhode Island. Lodestar Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lodestar Wealth |
|---|---|
| Based in | Providence, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.6M across 139 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 5181280 |
| Exams passed | Series 63 (2006) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | lodestarwealth.com |
| Profile |
How James's firm compares
- Lodestar Wealth's average account is about $242,000, from its Form ADV (assets managed divided by 139 accounts).
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Questions about James
Is James Tavares a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Lodestar Wealth 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, Lodestar Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Tavares based?
James Tavares is based in Providence, Rhode Island.
Is James Tavares registered with the SEC?
Yes. James Tavares is registered as an investment adviser representative in MA and TX (CRD 5181280), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lodestar Wealth manage?
Lodestar Wealth reports $33.6M across 139 accounts in assets under management.
How do I contact James Tavares?
Through James's website, lodestarwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Providence
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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