Planwiser Financial fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 4, 2026, Planwiser Financial charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“This arrangement charges a mutually agreed-upon fee not to exceed $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Planwiser Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged monthly in advance based on the average daily balance of the account.”
- “Accounts initiated or terminated during a calendar month will generally be charged a prorated fee based on the days the Client account was open during that month.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
How Planwiser Financial’s fees compare
- Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
- 17 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
About Planwiser Financial
“Our Firm offers discretionary investment management, financial planning and consulting services.”
- Firm size: 6 employees.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 211
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $169,144,727
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331675
- Phone
- (719) 822-0808
Can advise clients in 10 states: Arkansas, Arizona, California, Colorado, Florida, Louisiana, Massachusetts, Nebraska, Texas, Virginia
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.