First Financial Advisory Services
44yrs
Top advisor by experience in Westerly
7yrs
James Maynard
Financial advisor at Washington Trust Advisors
James Maynard is a fiduciary financial advisor in Westerly, Rhode Island, with 7 years in the industry. After six years at Napatree Capital, James joined Washington Trust Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Washington Trust Advisors reports being paid through a percentage of assets and flat fees.
One of 32 advisors with offices in Westerly, and one of 27 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office23 Broad Street, Westerly, RI 02891
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.56 million
Advisors at the firm14
States licensed ?1 state
Services through Washington Trust Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2025 – nowWashington Trust AdvisorsCurrent firm
- 2019 – 2025Napatree Capital LLCPreviously
Questions to ask James
Tailored to James’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Washington Trust Advisors at (781) 235-7055 and ask for James Maynard. James works from the Westerly, RI office.
How long has James been a financial advisor?
James has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does James hold?
Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Washington Trust Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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