James P. Hanson Accountancy Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is an accounting corporation that provides investment advisory services primarily through consultations alongside its tax and accounting practice. It offers monitoring and advice on repositioning and new investments, and maintains tax cost-basis and gain/loss records for clients that include individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities.
Investment recommendations are tailored after discussion with each client and typically involve publicly traded no‑load mutual funds and stocks, using third‑party research, financial media and company filings as inputs. Clients may impose investment restrictions and the firm may accept limited discretionary authority for some accounts, though it currently reports no managed accounts.
This firm combines accounting and financial planning services with investment advice, and the adviser is also a registered representative affiliated with a broker‑dealer—an arrangement that is uncommon among firms in this category. The firm generally charges for consultations on an hourly basis rather than using percentage‑of‑assets fees and has stated it does not provide asset management services, which distinguishes its business model from many discretionary investment managers.
Client services
Expertise
Fee options
$300 per hour (negotiable)
Main office
Los Gatos CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)