Trent Dysert
James Investment · Xenia, Ohio
Trent Dysert is a fee-only financial advisor at James Investment in Xenia, Ohio, who holds the CFA credential. Trent focuses on retirement planning, estate & legacy planning and tax planning. James Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | James Investment |
|---|---|
| Based in | Xenia, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.21B across 692 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 5078319 |
| Exams passed | Series 66 (2007) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.jamesinvestment.com |
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Questions about Trent
Is Trent Dysert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trent holds no broker registration, and James Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trent charge for financial advice?
Trent's firm, James Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trent Dysert based?
Trent Dysert is based in Xenia, Ohio.
What does Trent specialize in?
Trent's specialties include retirement planning, estate & legacy planning and tax planning. Trent works with high earners and executives.
What credentials does Trent Dysert hold?
Trent Dysert holds the CFA credential.
Is Trent Dysert registered with the SEC?
Yes. Trent Dysert is registered as an investment adviser representative in OH (CRD 5078319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does James Investment manage?
James Investment reports $1.21B across 692 accounts in assets under management.
How do I contact Trent Dysert?
Through Trent's website, www.jamesinvestment.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
- James Investment website : specialties, clients served, and fees, checked October 30, 2026
- 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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