James Scanlan
Stage Harbor Financial · Westwood, Massachusetts
James Scanlan is a fee-only financial advisor at Stage Harbor Financial in Westwood, Massachusetts, who holds the CFP credential. James focuses on tax planning, estate & legacy planning and family wealth transfer. Stage Harbor Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Founders
- Divorced individuals
- Multi-generational families
Facts
| Firm | Stage Harbor Financial |
|---|---|
| Based in | Westwood, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.10B across 1,435 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 1134158 |
| Exams passed | Series 63 (1983) · Series 65 (1999) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.stageharborfinancial.com |
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Questions about James
Is James Scanlan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Stage Harbor Financial 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, Stage Harbor Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Scanlan based?
James Scanlan is based in Westwood, Massachusetts.
What does James specialize in?
James's specialties include tax planning, estate & legacy planning, family wealth transfer and small business owners. James works with executives, retirees, pre-retirees, founders and divorced individuals.
What credentials does James Scanlan hold?
James Scanlan holds the CFP credential.
Is James Scanlan registered with the SEC?
Yes. James Scanlan is registered as an investment adviser representative in MA (CRD 1134158), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stage Harbor Financial manage?
Stage Harbor Financial reports $1.10B across 1,435 accounts in assets under management.
How do I contact James Scanlan?
Through James's website, www.stageharborfinancial.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
- Stage Harbor Financial 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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