James Watts
Prosperity Planning · North Kansas City, Missouri
James Watts is a fee-only financial advisor at Prosperity Planning in North Kansas City, Missouri. Prosperity Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Prosperity Planning |
|---|---|
| Based in | North Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $543.2M across 1,432 accounts |
| SEC registration | Investment adviser representative in MO · CRD 8251070 |
| Exams passed | Series 65 (2025) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.prosperityplanninginc.com |
How James's firm compares
- Prosperity Planning's average account is about $379,000, from its Form ADV (assets managed divided by 1,432 accounts).
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Questions about James
Is James Watts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Prosperity Planning 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, Prosperity Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Watts based?
James Watts is based in North Kansas City, Missouri.
Is James Watts registered with the SEC?
Yes. James Watts is registered as an investment adviser representative in MO (CRD 8251070), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prosperity Planning manage?
Prosperity Planning reports $543.2M across 1,432 accounts in assets under management.
How do I contact James Watts?
Through James's website, www.prosperityplanninginc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Kansas City
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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