PLANWISER FINANCIAL
Firm details
- Headquarters
- COLORADO SPRINGS, Colorado
- CRD number
- 331675
- Registered since
- August 5, 2024
- Website
- www.planwiser.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI46.09%
- Individuals43.39%
- Pension & Profit Sharing Plans6.73%
- Corporations / Businesses3.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Planwiser Financial is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm is owner-operated and serves both individual and family clients as well as institutional relationships. Its core advisory offerings center on financial planning and discretionary portfolio management for individuals and small businesses, and the firm also lists accounting among its business activities. Fee arrangements are flexible: Planwiser charges asset-based fees alongside hourly and fixed-fee engagements. The firm does not present itself as an ESG-focused investor and is not identified as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities4%
- Other3%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
2 of 2Joel Top
Financial AdvisorCRD 4870706
James Mulzer
Financial AdvisorCRD 6834460
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$182M in ETFs
82%
$149M
17%
$32.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $15.1M | 127,513 | 8.32% |
Location
COLORADO SPRINGS, CO
EL PASO
Location
COLORADO SPRINGS, CO
Headquartered in COLORADO SPRINGS, CO, in the West of the United States.
- Region
- West
- County
- EL PASO
- Address
- 3710 Sinton Rd
- Time zone
- MT (UTC-7)
- Office locations
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