James White
Forty Two Wealth · Atlanta, Georgia
James White is a fee-only financial advisor at Forty Two Wealth in Atlanta, Georgia, who holds the CFP credential. Forty Two Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Forty Two Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $34M across 83 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 7489552 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fortytwowealth.com |
How James's firm compares
- Forty Two Wealth's average account is about $410,000, from its Form ADV (assets managed divided by 83 accounts).
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Questions about James
Is James White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Forty Two 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, Forty Two Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James White based?
James White is based in Atlanta, Georgia.
What credentials does James White hold?
James White holds the CFP credential.
Is James White registered with the SEC?
Yes. James White is registered as an investment adviser representative in GA (CRD 7489552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forty Two Wealth manage?
Forty Two Wealth reports $34M across 83 accounts in assets under management.
How do I contact James White?
Through James's website, www.fortytwowealth.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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