# George Jameson

> George Jameson is a fee-only financial advisor at Capital Wealth Group in Columbia, South Carolina, who holds the CFP and MBA credentials. George focuses on retirement planning, tax planning and small business owners. Capital Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/george-jameson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Capital Wealth Group
- **Based in:** Columbia, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $23.9M across 116 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **Works with:** Pre-retirees, Retirees
- **CRD:** 4263854 (https://adviserinfo.sec.gov/individual/summary/4263854)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 63 (2000), Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://capitalwealthplan.com

## Frequently asked questions

### Is George Jameson a fee-only financial advisor?

Yes. George Jameson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by George's firm.

### How does George charge for financial advice?

George's firm, Capital Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does George work with clients virtually?

Yes. Capital Wealth Group says on its website that it works with clients remotely.

### Where is George Jameson based?

George Jameson is based in Columbia, South Carolina.

### What does George specialize in?

George's specialties include retirement planning, tax planning and small business owners. George works with pre-retirees and retirees.

### What credentials does George Jameson hold?

George Jameson holds the CFP and MBA credentials.

### Is George Jameson registered with the SEC?

Yes. George Jameson is registered as an investment adviser representative in SC (CRD 4263854), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Capital Wealth Group manage?

Capital Wealth Group reports $23.9M across 116 accounts in assets under management.

### How do I contact George Jameson?

Through George's website, capitalwealthplan.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/george-jameson-11461): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.capitalwealthgroupsc.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.