James Salter
Blossom Wealth Management · San Ramon, California
James Salter is a fee-only financial advisor at Blossom Wealth Management in San Ramon, California. Blossom Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blossom Wealth Management |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $368.2M across 344 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5143649 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.blossomwm.com |
| Profile |
How James's firm compares
- Blossom Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 344 accounts).
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Questions about James
Is James Salter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Blossom Wealth Management 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, Blossom Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Salter based?
James Salter is based in San Ramon, California.
Is James Salter registered with the SEC?
Yes. James Salter is registered as an investment adviser representative in CA and TX (CRD 5143649), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blossom Wealth Management manage?
Blossom Wealth Management reports $368.2M across 344 accounts in assets under management.
How do I contact James Salter?
Through James's website, www.blossomwm.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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