Winged Wealth Management and Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Winged Wealth Management and Financial Planning serves individual and high‑net‑worth clients, offering comprehensive wealth management, financial planning, project‑based engagements, and hourly planning. The firm provides discretionary portfolio management alongside written financial plans and ongoing implementation support for areas such as retirement, tax, college planning, insurance, and estate‑planning analysis.
The firm’s investment approach combines fundamental security analysis with Modern Portfolio Theory to build client‑specific investment policy statements and asset allocation targets, with regular monitoring and annual plan reviews. Deliverables include financial projections, tax planning analysis, meeting summaries, and investment recommendations; the firm also provides advice on held‑away 529 plans and aggregates trade orders for execution when appropriate.
Compared with many solo independent advisers, Winged Wealth offers educational seminars and speaking engagements—frequently focused on military and veteran personal finance topics such as the Thrift Savings Plan, survivor benefits, and VA considerations—and sometimes provides these pro bono. The firm’s principal brings an extensive military background and holds professional credentials in financial planning and tax practice, and the firm supplements estate‑document work using third‑party scrivener services for clients, which is a less common service mix for a firm of this size.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees ranging from $3,000 for limited-scope projects to $17,000 for comprehensive projects; one-time upfront charge of $1,500 for comprehensive financial plan in Wealth Management services
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.5% $2,000,001+: Negotiable
$350 per hour, negotiable
Minimum fee: Minimum annual fee of $7,000 for individuals and $8,000 for couples; capped at $14,000 for individuals and $17,000 for couples Fee-only: Fee-only compensation; no commissions received or paid
Main office
Niceville FL
Advisors at this office
1
Most active in
Arizona · Colorado · Florida · Texas · Virginia
Also doing business as
Winged Wealth Management And Financial Planning · Winged Wealth Management And Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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