Unclaimed Profile

James Boyd Wilson

CAPITAL PLANNING ADVISORS LLC·ROSEVILLE, California

Clean recordCAPITAL PLANNING ADVISORS LLC

1420 ROCKY RIDGE DRIVE, ROSEVILLE, CA 95661CRD# 2871525Firm CRD# 170266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Boyd Wilson · ROSEVILLE, CA

Registration

CRD #2871525 · CAPITAL PLANNING ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Boyd Wilson is a registered financial advisor based in ROSEVILLE, California, affiliated with CAPITAL PLANNING ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPITAL PLANNING ADVISORS LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL PLANNING ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2871525

Firm CRD# 170266

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Boyd Wilson offer?

James Boyd Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROSEVILLE, California for a consultation.

What are James Boyd Wilson's credentials?

James Boyd Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Boyd Wilson located?

James Boyd Wilson is based in ROSEVILLE, California, working with CAPITAL PLANNING ADVISORS LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does James Boyd Wilson charge for services?

James Boyd Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL PLANNING ADVISORS LLC?

CAPITAL PLANNING ADVISORS LLC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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