James Mulzer
James Mulzer is a registered investment advisor at Planwiser Financial, based in Colorado Springs, CO, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 199 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PlanWiser Financial charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.30%, with a minimum recurring fee of $2,100 per year. The fee is calculated monthly in advance based on the average daily balance of your account. Fees are negotiable.
Location
3710 Sinton Road, Suite 100, Colorado Springs, CO, 80907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a national insurance producer since 2017 and sells life insurance policies when clients need them. This activity requires minimal time.
Employment History
Current Registrations
Planwiser Financial
Previous Registrations
Mutual Advisors, LLC
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.