# James Boswell

> James Boswell is a fee-only financial advisor at Ferguson Shapiro in Decatur, Georgia. Ferguson Shapiro reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-boswell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ferguson Shapiro
- **Based in:** Decatur, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $415.2M across 996 accounts
- **CRD:** 6816944 (https://adviserinfo.sec.gov/individual/summary/6816944)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 66 (2017)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.fergusonshapiro.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Ferguson Shapiro 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, Ferguson Shapiro, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is James Boswell based?

James Boswell is based in Decatur, Georgia.

### Is James Boswell registered with the SEC?

Yes. James Boswell is registered as an investment adviser representative in FL and GA (CRD 6816944), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ferguson Shapiro manage?

Ferguson Shapiro reports $415.2M across 996 accounts in assets under management.

### How do I contact James Boswell?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6816944): 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

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