# James Wilson

> James Wilson is a fee-only financial advisor at Northern Capital in Spokane, Washington, who holds the CFP credential. James charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum).

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

## Facts

- **Firm:** Northern Capital
- **Based in:** Spokane, Washington
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; no asset minimum
- **Assets under management (firm):** $918.2M across 1,866 accounts
- **Credentials:** CFP
- **CRD:** 1771833 (https://adviserinfo.sec.gov/individual/summary/1771833)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 63 (1987), Series 65 (1993)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://northernwelcome.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Northern Capital 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 charges a percentage of assets.

### How much does James charge?

According to Northern Capital's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.

### Where is James Wilson based?

James Wilson is based in Spokane, Washington.

### What credentials does James Wilson hold?

James Wilson holds the CFP credential.

### Is James Wilson registered with the SEC?

Yes. James Wilson is registered as an investment adviser representative in TX and WA (CRD 1771833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Northern Capital manage?

Northern Capital reports $918.2M across 1,866 accounts in assets under management.

### How do I contact James Wilson?

Through James's website, northernwelcome.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1771833): 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://northernwelcome.com/): specialties, clients served, and fees, checked October 30, 2026

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