Winship Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized financial planning and discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. As of June 9, 2026 it reports managing approximately $42,415,062 in client assets for about 14 families, and documents client goals in investment policy statements that guide each relationship.
Portfolio construction is grounded in academic research (Dimensional Fund Advisers / Fama‑French three‑factor) with a deliberate tilt toward small‑cap and value exposures, global diversification, and a core‑and‑satellite approach that uses passive index/ETF cores and active funds when the adviser deems them more suitable. Accounts are managed on a discretionary basis with periodic rebalancing and limited trading frequency; margin is available as a cash‑management feature rather than as a primary leverage strategy.
What is noteworthy for a firm of this size is its provision of portfolio management services to institutional clients such as pension and profit‑sharing plans, in addition to high‑net‑worth individual relationships — a service mix that is less common among similar independent advisers. The firm relies on custodial platforms including Charles Schwab and Betterment Institutional and discloses receipt of platform and support services from those providers, a relationship the brochure identifies as a potential source of conflicts to be managed.
Client services
Expertise
Fee options
Fixed fees for financial planning, generally $4,000 or more, with retainer.
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.40% $10,000,001 - Over: Negotiable
Up to $300 per hour for complex financial planning beyond typical management services.
Account minimum: $1,000,000 Fee-only: Financial planning fees may be charged hourly or fixed; hourly rates up to $300/hour; fixed fees generally start at $4,000 or more with a required retainer of at least $1,500.
Main office
23 Ross Common, Suite #5
Ross CA 94957
Advisors at this office
1
Most active in
California
Also doing business as
Winship Park Asset Management, Inc. · Winship Park Asset Management, LLC · Winship Wealth Partners
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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