# James Mulzer

> James Mulzer is a fee-only financial advisor at Planwiser Financial in Colorado Springs, Colorado. Planwiser Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-mulzer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Planwiser Financial
- **Based in:** Colorado Springs, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $169.1M across 887 accounts
- **CRD:** 6834460 (https://adviserinfo.sec.gov/individual/summary/6834460)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 66 (2017)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.planwiser.com

## Frequently asked questions

### Is James Mulzer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Planwiser Financial 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, Planwiser Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Mulzer based?

James Mulzer is based in Colorado Springs, Colorado.

### Is James Mulzer registered with the SEC?

Yes. James Mulzer is registered as an investment adviser representative in CO and TX (CRD 6834460), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Planwiser Financial manage?

Planwiser Financial reports $169.1M across 887 accounts in assets under management.

### How do I contact James Mulzer?

Through James's website, www.planwiser.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6834460): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.