James Boucher
Wilson + Boucher · Orinda, California
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.
Request an introduction to James →
Specialties
Facts
| Firm | Wilson + Boucher |
|---|---|
| Based in | Orinda, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $280.4M across 467 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2769588 |
| Exams passed | Series 63 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wilsonboucher.com |
How James's firm compares
- Wilson + Boucher's average account is about $600,000, from its Form ADV (assets managed divided by 467 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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Orinda
Other advisors in California who focus on estate & legacy planning
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
- Wilson + Boucher website : specialties, clients served, and fees, checked October 30, 2026
- 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.