# James Lundgren

> James Lundgren is a fee-only financial advisor at Hg Capital Advisors in Houston, Texas. James focuses on retirement planning. Hg Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Hg Capital Advisors
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $16.2M across 191 accounts
- **Specialties:** Retirement planning
- **CRD:** 2155757 (https://adviserinfo.sec.gov/individual/summary/2155757)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1991), Series 65 (1996)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.hgadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Hg Capital Advisors 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, Hg Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Lundgren based?

James Lundgren is based in Houston, Texas.

### What does James specialize in?

James's specialties include retirement planning.

### Is James Lundgren registered with the SEC?

Yes. James Lundgren is registered as an investment adviser representative in TX (CRD 2155757), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hg Capital Advisors manage?

Hg Capital Advisors reports $16.2M across 191 accounts in assets under management.

### How do I contact James Lundgren?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2155757): 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://hgadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.