James Zoldy
Washington Trust Advisors · Wellesley, Massachusetts
James Zoldy is a fee-only financial advisor at Washington Trust Advisors in Wellesley, Massachusetts, who holds the CFA credential. Washington Trust Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Washington Trust Advisors |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.39B across 1,779 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CT, FL, MA, NY, TX, VA · CRD 2841707 |
| Exams passed | Series 65 (2014) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.washtrustwealth.com |
How James's firm compares
- Washington Trust Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,779 accounts).
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Questions about James
Is James Zoldy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Washington Trust Advisors 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, Washington Trust Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Zoldy based?
James Zoldy is based in Wellesley, Massachusetts.
What credentials does James Zoldy hold?
James Zoldy holds the CFA credential.
Is James Zoldy registered with the SEC?
Yes. James Zoldy is registered as an investment adviser representative in CA, CT, FL, MA, NY, TX and VA (CRD 2841707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Washington Trust Advisors manage?
Washington Trust Advisors reports $2.39B across 1,779 accounts in assets under management.
How do I contact James Zoldy?
Through James's website, www.washtrustwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wellesley
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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