James Kopas
Pring Turner · Alamo, California
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).
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Who they serve
- Retirees
- Pre-retirees
- Founders
- Tech employees
- Physicians
Facts
| Firm | Pring Turner |
|---|---|
| Based in | Alamo, California |
| Fee model | Hourly · Percentage of assets |
| Fees (firm's website) | $200 an hour |
| Assets under management | $296.9M across 520 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5863675 |
| Exams passed | Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.pringturner.com |
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Questions about James
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.
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
- Pring Turner 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.
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