MHA Financial
45yrs
Top advisor by experience in Westwood
33yrs
James Capra has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Westwood, Massachusetts. After seven years at Fidelity Personal and Workplace Advisors, James joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. James holds the CFP® designation.
One of 136 advisors with offices in Westwood, and one of 123 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 2% by experience at Strategic Advisers
Office109 University Ave Suite 107, Westwood, MA 02090
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 1998 – 2018Strategic Advisers LLCPreviously
Contact James
109 University Ave Suite 107Westwood, MA 02090Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Strategic Advisers at (617) 563-7000 and ask for James Capra. James works from the Westwood, MA office.
How long has James been a financial advisor?
James has been in the industry since 1994, about 33 years. Top 2% by experience at Strategic Advisers.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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