James Davis
Capital Planning Consultants · Cromwell, Connecticut
James Davis is a fee-only financial advisor at Capital Planning Consultants in Cromwell, Connecticut, who holds the ChFC credential. Capital Planning Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital Planning Consultants |
|---|---|
| Based in | Cromwell, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37M across 135 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CT · CRD 1180468 |
| Exams passed | Series 63 (1991) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How James's firm compares
- Capital Planning Consultants's average account is about $274,000, from its Form ADV (assets managed divided by 135 accounts).
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Questions about James
Is James Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Capital Planning Consultants 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, Capital Planning Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Davis based?
James Davis is based in Cromwell, Connecticut.
What credentials does James Davis hold?
James Davis holds the ChFC credential.
Is James Davis registered with the SEC?
Yes. James Davis is registered as an investment adviser representative in CT (CRD 1180468), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Capital Planning Consultants manage?
Capital Planning Consultants reports $37M across 135 accounts in assets under management.
How do I contact James Davis?
Contact details aren't on file yet. Search for Capital Planning Consultants.
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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