James Paul Boulay
Investment adviser representative at Lutz Financial
25 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Lutz FinancialApr 2001 to now
- Lutz Financial Services, LLCMar 2001 to now
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Lutz Financial
Legal name: Lutz Financial Services, LLC
$3.2BAssets managed
1,031Clients
15Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2652010
- Firm CRD
- 117273