James Warner
Sanderson Wealth Management · Buffalo, New York
James Warner is a fee-only financial advisor at Sanderson Wealth Management in Buffalo, New York, who holds the CFP credential. James focuses on estate & legacy planning, retirement planning and family wealth transfer. Sanderson Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to James →
Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Sanderson Wealth Management |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.43B across 1,755 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 4521548 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.sandersonllc.com |
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Warner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Sanderson 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, Sanderson Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is James Warner based?
James Warner is based in Buffalo, New York.
What does James specialize in?
James's specialties include estate & legacy planning, retirement planning, family wealth transfer and founders (pre-exit). James works with ultra high net worth and multi-generational families.
What credentials does James Warner hold?
James Warner holds the CFP credential.
Is James Warner registered with the SEC?
Yes. James Warner is registered as an investment adviser representative in NY and TX (CRD 4521548), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sanderson Wealth Management manage?
Sanderson Wealth Management reports $1.43B across 1,755 accounts in assets under management.
How do I contact James Warner?
Through James's website, www.sandersonllc.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
- Sanderson 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.
See something wrong? Request a correction. Read our methodology.