James Mosher
OLD Peak Finance · Chapel Hill, North Carolina
James Mosher is a fee-only financial advisor at OLD Peak Finance in Chapel Hill, North Carolina, who holds the CFP credential. OLD Peak Finance reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | OLD Peak Finance |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $714.1M across 674 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7068224 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.oldpeakfinance.com |
How James's firm compares
- OLD Peak Finance's average account is about $1.1 million, from its Form ADV (assets managed divided by 674 accounts).
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Questions about James
Is James Mosher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and OLD Peak Finance 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, OLD Peak Finance, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Mosher based?
James Mosher is based in Chapel Hill, North Carolina.
What credentials does James Mosher hold?
James Mosher holds the CFP credential.
Is James Mosher registered with the SEC?
Yes. James Mosher is registered as an investment adviser representative in NC (CRD 7068224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OLD Peak Finance manage?
OLD Peak Finance reports $714.1M across 674 accounts in assets under management.
How do I contact James Mosher?
Through James's website, www.oldpeakfinance.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
- 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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