James Paulsen
Taxable Wealth · San Diego, California
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.
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Facts
| Firm | Taxable Wealth |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $91.2M across 100 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4596691 |
| Exams passed | Series 63 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.taxablewealth.com |
How James's firm compares
- Taxable Wealth's average account is about $912,000, from its Form ADV (assets managed divided by 100 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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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