James Wynne
James a Wynne · Hinckley, Ohio
James Wynne is a fee-only financial advisor at James a Wynne in Hinckley, Ohio. James a Wynne reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | James a Wynne |
|---|---|
| Based in | Hinckley, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $39.8M across 192 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4128317 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How James's firm compares
- James a Wynne's average account is about $207,000, from its Form ADV (assets managed divided by 192 accounts).
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Questions about James
Is James Wynne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and James a Wynne 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, James a Wynne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Wynne based?
James Wynne is based in Hinckley, Ohio.
Is James Wynne registered with the SEC?
Yes. James Wynne is registered as an investment adviser representative in OH (CRD 4128317), 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 James a Wynne manage?
James a Wynne reports $39.8M across 192 accounts in assets under management.
How do I contact James Wynne?
Contact details aren't on file yet. Search for James a Wynne.
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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