James Thomason
Matt Calcagno · San Diego, California
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Matt Calcagno |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $489.0M across 1,279 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1074745 |
| Exams passed | Series 63 (1996) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | mattcalcagno.com |
How James's firm compares
- Matt Calcagno's average account is about $382,000, from its Form ADV (assets managed divided by 1,279 accounts).
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Questions about James
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.
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
- Matt Calcagno 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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