James Bowler
Colsara National Wealth Management · San Diego, California
James Bowler is a fee-only financial advisor at Colsara National Wealth Management in San Diego, California. Colsara National Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Colsara National Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $31.8M across 84 accounts |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 5828620 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | colsara.com |
| Profile |
How James's firm compares
- Colsara National Wealth Management's average account is about $378,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about James
Is James Bowler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Colsara National Wealth Management 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's firm, Colsara National Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Bowler based?
James Bowler is based in San Diego, California.
Is James Bowler registered with the SEC?
Yes. James Bowler is registered as an investment adviser representative in CA, NY and TX (CRD 5828620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colsara National Wealth Management manage?
Colsara National Wealth Management reports $31.8M across 84 accounts in assets under management.
How do I contact James Bowler?
Through James's website, colsara.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
- 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.
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