James Mellon
Canter Wealth · La Jolla, California
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Canter Wealth |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $386.5M across 280 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5988957 |
| Exams passed | Series 63 (2016) · Series 66 (2012) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.canterwealth.com |
How James's firm compares
- Canter Wealth's average account is about $1.4 million, from its Form ADV (assets managed divided by 280 accounts).
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Questions about James
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.
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
- Canter Wealth 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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