# Joshua Mason

> Joshua Mason is a fee-only financial advisor at WBH Advisory in Baltimore, Maryland, who holds the CFP credential. WBH Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-mason/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** WBH Advisory
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.74B across 2,335 accounts
- **Credentials:** CFP
- **CRD:** 2594497 (https://adviserinfo.sec.gov/individual/summary/2594497)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 63 (1995), Series 65 (2005)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** http://www.wbhadvisory.com

## Frequently asked questions

### Is Joshua Mason a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and WBH Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joshua charge for financial advice?

Joshua's firm, WBH Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joshua Mason based?

Joshua Mason is based in Baltimore, Maryland.

### What credentials does Joshua Mason hold?

Joshua Mason holds the CFP credential.

### Is Joshua Mason registered with the SEC?

Yes. Joshua Mason is registered as an investment adviser representative in MD and TX (CRD 2594497), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WBH Advisory manage?

WBH Advisory reports $1.74B across 2,335 accounts in assets under management.

### How do I contact Joshua Mason?

Through Joshua's website, www.wbhadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2594497): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.