# James Kopas

> James Kopas is a fee-only financial advisor at Pring Turner in Alamo, California. James charges hourly fees and a percentage of assets ($200 an hour).

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

## Facts

- **Firm:** Pring Turner
- **Based in:** Alamo, California
- **Fee model:** Hourly; Percentage of assets
- **Fees (firm's website):** $200 an hour
- **Assets under management (firm):** $296.9M across 520 accounts
- **Works with:** Retirees, Pre-retirees, Founders, Tech employees, Physicians
- **CRD:** 5863675 (https://adviserinfo.sec.gov/individual/summary/5863675)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2011)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.pringturner.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Pring Turner 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 charges hourly fees and a percentage of assets.

### How much does James charge?

According to Pring Turner's website, checked October 30, 2026: $200 an hour.

### Where is James Kopas based?

James Kopas is based in Alamo, California.

### Is James Kopas registered with the SEC?

Yes. James Kopas is registered as an investment adviser representative in CA (CRD 5863675), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pring Turner manage?

Pring Turner reports $296.9M across 520 accounts in assets under management.

### How do I contact James Kopas?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5863675): 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.pringturner.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.