# James Boucher

> James Boucher is a fee-only financial advisor at Wilson + Boucher in Orinda, California, who holds the CFP credential. James focuses on estate & legacy planning and tax planning. Wilson + Boucher reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wilson + Boucher
- **Based in:** Orinda, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $280.4M across 467 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 2769588 (https://adviserinfo.sec.gov/individual/summary/2769588)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1996)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.wilsonboucher.com

## Frequently asked questions

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

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

### Where is James Boucher based?

James Boucher is based in Orinda, California.

### What does James specialize in?

James's specialties include estate & legacy planning and tax planning.

### What credentials does James Boucher hold?

James Boucher holds the CFP credential.

### Is James Boucher registered with the SEC?

Yes. James Boucher is registered as an investment adviser representative in CA and TX (CRD 2769588), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wilson + Boucher manage?

Wilson + Boucher reports $280.4M across 467 accounts in assets under management.

### How do I contact James Boucher?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2769588): 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://www.wilsonboucher.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.