CFP

James Eastwood

29 Years of Experience

Westlake, OH

1 Disclosure

James Eastwood is a CFP-designated registered investment advisor at Amfg Wealth Management LLC, based in Westlake, OH, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 559 clients with $59M in assets under management.

Amfg Wealth Management LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

559 clients

Average Client Portfolio

$105K average

Assets Under Management

$58.7M

Fee Structure

Minimum Investment:$25K

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.75%

Fees range from 0.12% to 1.75% annually and are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

924 Westpoint Parkway, Suite 100, Westlake, OH, 44145

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2008

Closed-No Action

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Amfg Wealth Management LLC

April 2026 - Present · 6 mos

Previous Registrations

Gradient Advisors, LLC

October 2021 - February 2023 · 1 yr 4 mos

Allstate Financial Services, LLCBroker

October 2019 - September 2021 · 1 yr 11 mos

Allstate Financial Advisors, LLC

October 2019 - September 2021 · 1 yr 11 mos

Oneamerica Securities, INC.Broker

March 2017 - June 2018 · 1 yr 3 mos

Park Avenue Securities LLCBroker

November 2008 - August 2010 · 1 yr 9 mos

Metlife Securities INC.

September 2007 - August 2008 · 11 mos

Metlife Securities INC.Broker

July 2007 - August 2008 · 1 yr 1 mo

Spc

January 2002 - July 2007 · 5 yrs 6 mos

Sigma Financial CorporationBroker

December 1997 - July 2007 · 9 yrs 7 mos

Ohio Savings Securities, INC.Broker

March 1997 - November 1997 · 8 mos

Cuyahoga Financial Services Agency, INC.Broker

January 1996 - March 1997 · 1 yr 2 mos

American Express Financial Advisors INC.Broker

January 1992 - January 1996 · 4 yrs

Ids Life Insurance CompanyBroker

January 1992 - January 1996 · 4 yrs

Equity Services, INC.Broker

August 1990 - December 1991 · 1 yr 4 mos

Pruco Securities CorporationBroker

November 1988 - August 1990 · 1 yr 9 mos

The Prudential Insurance Company of AmericaBroker