Winder Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Winder Wealth Management LLC provides financial planning and consulting services to individual clients, delivering comprehensive initial financial plans and optional ongoing consultation with periodic reviews. Although classified in the investment-manager category on filings, the firm does not manage client assets or sponsor wrap fee programs.
The firm’s advice is built from cash-flow, tax, investment, risk-management and estate-planning analyses and is tailored to each client’s stated objectives and circumstances. Clients who enroll in ongoing services receive scheduled meetings and written progress reports that summarize financial position, the likelihood of reaching goals, and recommended adjustments.
Distinctive features include an affiliated tax-preparation practice that the firm reports consumes roughly 60% of professional time, creating closer integration of tax and planning work than is typical for firms in this category and a disclosed conflict of interest with opt-out options for clients. The firm also does not rely on percentage-of-assets fees, instead using fixed and recurring fees and requiring completion of an initial plan before providing ongoing consulting.
Client services
Expertise
Fee options
Initial Financial Plan fees as fixed amounts by tier ($3,000, $5,000, $7,000); Ongoing Consultation Services flat fee of $500 quarterly
$250 per hour (used for pro-rata refunds if plan is cancelled after five business days)
Fee-only: Initial Financial Plan fees: $3,000 (Tier 1), $5,000 (Tier 2), $7,000 (Tier 3); Ongoing Consultation Services: $500 quarterly flat fee
Main office
Las Vegas NV
Advisors at this office
1
Most active in
Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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