James Wilson
Northern Capital · Spokane, Washington
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).
Request an introduction to James →
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 | $918.2M across 1,866 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 1771833 |
| Exams passed | Series 63 (1987) · Series 65 (1993) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | northernwelcome.com |
How James's firm compares
- Northern Capital's average account is about $492,000, from its Form ADV (assets managed divided by 1,866 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
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
- Northern Capital 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.
See something wrong? Request a correction. Read our methodology.