A complete list of active advisors currently associated with Windfall Advisors, LLC

Warmer can help you find a great advisor at Windfall Advisors, LLC or one who fits your needs even better.

Windfall Advisors LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients, and also advises corporate retirement plans. The firm manages roughly $70 million for a small client base and maintains a stated account minimum of $1 million. The advisor documents client goals and risk tolerances in Investment Policy Statements and conducts monthly reviews while delivering custodial account statements and quarterly reports. Its investment process combines charting, cyclical, fundamental, quantitative and technical analysis and employs long‑term positions, options strategies and a range of vehicles including mutual funds, ETFs, real estate funds and venture/alternative funds. Notably, Windfall offers corporate retirement plan consulting with an explicit fiduciary focus on plan design, compliance, investment selection, ongoing monitoring and participant education—services that are less common among solo independent RIAs. Operational features that differentiate the firm include a required custodial relationship with a single institutional custodian and a policy of not aggregating trades across client accounts, which can affect execution and implementation compared with some peers.

To learn more about the advisors currently working at Windfall Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Johnson	Santa Monica, CA	14

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