James Boswell
Ferguson Shapiro · Decatur, Georgia
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.
Request an introduction to James →
Facts
| Firm | Ferguson Shapiro |
|---|---|
| Based in | Decatur, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $415.2M across 996 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 6816944 |
| Exams passed | Series 66 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.fergusonshapiro.com |
| Profile |
How James's firm compares
- Ferguson Shapiro's average account is about $417,000, from its Form ADV (assets managed divided by 996 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.