# James Mellon

> James Mellon is a fee-only financial advisor at Canter Wealth in La Jolla, California, who holds the CFP credential. James focuses on retirement planning, tax planning and estate & legacy planning. Canter Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Canter Wealth
- **Based in:** La Jolla, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $386.5M across 280 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 5988957 (https://adviserinfo.sec.gov/individual/summary/5988957)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2016), Series 66 (2012)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.canterwealth.com

## Frequently asked questions

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

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

### Where is James Mellon based?

James Mellon is based in La Jolla, California.

### What does James specialize in?

James's specialties include retirement planning, tax planning and estate & legacy planning. James works with pre-retirees and retirees.

### What credentials does James Mellon hold?

James Mellon holds the CFP credential.

### Is James Mellon registered with the SEC?

Yes. James Mellon is registered as an investment adviser representative in CA and TX (CRD 5988957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Canter Wealth manage?

Canter Wealth reports $386.5M across 280 accounts in assets under management.

### How do I contact James Mellon?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5988957): 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://canterwealth.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.