TrueAdvisor
TrueAdvisor
JH
CFP · ChFC
JH
CFP · ChFC

James Hynd

W&s Advisory Services, LLC
19 Years of Experience
Independence, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

James Hynd is a CFP, ChFC-designated registered investment advisor at W&s Advisory Services, LLC, based in Independence, OH, with 19 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,689 clients with $5.3M in assets under management.

W&s Advisory Services, LLC
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
6,689 clients
Average Client Portfolio
$791.209 average
Assets Under Management
$5.3M

Fee Structure

Planning is included in investment management (also available separately)

W&S Advisory Services charges a flat monthly fee for managing children's custodial accounts:

  • Single account — $3.00 per month
  • Multiple accounts — $5.00 per month

This monthly fee covers all brokerage commissions, stock transfer fees, and custodial fees. Investment management fees do not include the underlying expenses charged by the exchange-traded funds or mutual funds in your portfolio.

View Full SEC Brochure

Location

6100 Oak Tree Blvd, Suite 390, Independence, OH, 44131

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

James works as a full-time sales agent for Western Southern Life. He also owns rental property in Lakewood and James Hynd 187 LLC, and receives speaking fees for personal development engagements.

Employment History
Current Registrations
W&s Advisory Services, LLC
December 2025 - Present · 10 mos
W&s Brokerage Services, INC.
September 2018 - Present · 8 yrs 1 mo
W&s Brokerage Services, INC.Broker
April 2007 - Present · 19 yrs 6 mos
State Registrations10 states
CACOFLHIKYMIOHPATXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Independence, OH →All financial advisors in Ohio →