James Taylor
Groundwork Wealth Management · Downingtown, Pennsylvania
James Taylor is a fee-only financial advisor at Groundwork Wealth Management in Downingtown, Pennsylvania. Groundwork Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Groundwork Wealth Management |
|---|---|
| Based in | Downingtown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $39.3M across 90 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4757208 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.groundworkwealth.com |
How James's firm compares
- Groundwork Wealth Management's average account is about $437,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about James
Is James Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Groundwork 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, Groundwork Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Taylor based?
James Taylor is based in Downingtown, Pennsylvania.
Is James Taylor registered with the SEC?
Yes. James Taylor is registered as an investment adviser representative in PA (CRD 4757208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Groundwork Wealth Management manage?
Groundwork Wealth Management reports $39.3M across 90 accounts in assets under management.
How do I contact James Taylor?
Through James's website, www.groundworkwealth.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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