# James Thomason

> James Thomason is a fee-only financial advisor at Matt Calcagno in San Diego, California, who holds the CFP credential. James focuses on retirement planning. Matt Calcagno reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Matt Calcagno
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $489.0M across 1,279 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 1074745 (https://adviserinfo.sec.gov/individual/summary/1074745)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1996)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://mattcalcagno.com/

## Frequently asked questions

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

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

### Where is James Thomason based?

James Thomason is based in San Diego, California.

### What does James specialize in?

James's specialties include retirement planning. James works with pre-retirees.

### What credentials does James Thomason hold?

James Thomason holds the CFP credential.

### Is James Thomason registered with the SEC?

Yes. James Thomason is registered as an investment adviser representative in CA (CRD 1074745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Matt Calcagno manage?

Matt Calcagno reports $489.0M across 1,279 accounts in assets under management.

### How do I contact James Thomason?

Through James's website, mattcalcagno.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1074745): 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://mattcalcagno.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.