Overview
Assets Under Management: $169 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 47
Average Client Assets: $1.7 million
Frequently Asked Questions
PLANWISER FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331675), PLANWISER FINANCIAL is subject to fiduciary duty under federal law.
PLANWISER FINANCIAL is headquartered in COLORADO SPRINGS, CO.
PLANWISER FINANCIAL serves 47 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, PLANWISER FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
PLANWISER FINANCIAL manages $169 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, PLANWISER FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.09%
Average Client Assets: $1.7 million
Total Client Accounts: 887
Discretionary Accounts: 878
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 331675
Filing ID: 2063286
Last Filing Date: 2026-03-31 15:53:00