George Jameson
Capital Wealth Group · Columbia, South Carolina
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $23.9M across 116 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in SC · CRD 4263854 |
| Exams passed | Series 63 (2000) · Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | capitalwealthplan.com |
| Profile |
How George's firm compares
- Capital Wealth Group's average account is about $206,000, from its Form ADV (assets managed divided by 116 accounts).
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Questions about George
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Capital Wealth Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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