James Mulzer
Planwiser Financial · Colorado Springs, Colorado
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.
Request an introduction to James →
Facts
| Firm | Planwiser Financial |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $169.1M across 887 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 6834460 |
| Exams passed | Series 66 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.planwiser.com |
How James's firm compares
- Planwiser Financial's average account is about $191,000, from its Form ADV (assets managed divided by 887 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
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.
See something wrong? Request a correction. Read our methodology.