# James Paulsen

> James Paulsen is a fee-only financial advisor at Taxable Wealth in San Diego, California, who holds the CFP credential. Taxable Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Taxable Wealth
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $91.2M across 100 accounts
- **Credentials:** CFP
- **CRD:** 4596691 (https://adviserinfo.sec.gov/individual/summary/4596691)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.taxablewealth.com

## Frequently asked questions

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

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

### Where is James Paulsen based?

James Paulsen is based in San Diego, California.

### What credentials does James Paulsen hold?

James Paulsen holds the CFP credential.

### Is James Paulsen registered with the SEC?

Yes. James Paulsen is registered as an investment adviser representative in CA (CRD 4596691), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Taxable Wealth manage?

Taxable Wealth reports $91.2M across 100 accounts in assets under management.

### How do I contact James Paulsen?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4596691): 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

---

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