James Carlson
Kinwell · Charleston, South Carolina
James Carlson is a fee-only financial advisor at Kinwell in Charleston, South Carolina. Kinwell reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Kinwell |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $214.7M across 130 accounts |
| SEC registration | Investment adviser representative in FL, GA, NC, SC, TX, VA · CRD 6239701 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kinwell.financial |
How James's firm compares
- Kinwell's average account is about $1.7 million, from its Form ADV (assets managed divided by 130 accounts).
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Questions about James
Is James Carlson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Kinwell 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, Kinwell, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Carlson based?
James Carlson is based in Charleston, South Carolina.
Is James Carlson registered with the SEC?
Yes. James Carlson is registered as an investment adviser representative in FL, GA, NC, SC, TX and VA (CRD 6239701), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kinwell manage?
Kinwell reports $214.7M across 130 accounts in assets under management.
How do I contact James Carlson?
Through James's website, www.kinwell.financial.
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.
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