# James Boon

> James Boon is a fee-only financial advisor at Jupiter Wealth Management in Glendale, Colorado. James focuses on family wealth transfer and estate & legacy planning. Jupiter Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-boon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Jupiter Wealth Management
- **Based in:** Glendale, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $416.8M across 308 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 5627174 (https://adviserinfo.sec.gov/individual/summary/5627174)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (2009), Series 66 (2011)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.jupiterwealth.com

## Frequently asked questions

### Is James Boon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Jupiter Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Jupiter Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does James charge?

According to Jupiter Wealth Management's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.

### Where is James Boon based?

James Boon is based in Glendale, Colorado.

### What does James specialize in?

James's specialties include family wealth transfer and estate & legacy planning. James works with ultra high net worth and multi-generational families.

### Is James Boon registered with the SEC?

Yes. James Boon is registered as an investment adviser representative in CO and TX (CRD 5627174), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Jupiter Wealth Management manage?

Jupiter Wealth Management reports $416.8M across 308 accounts in assets under management.

### How do I contact James Boon?

Through James's website, www.jupiterwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5627174): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jupiterwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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