A complete list of active advisors currently associated with Winston Wealth Strategies, LLC

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

Winston Wealth Strategies, LLC provides discretionary asset management and related services, including allocation to independent third-party asset managers, financial planning and consulting, and ERISA plan services as a limited-scope 3(21) fiduciary for qualified retirement plans. The firm’s client mix includes retirement plan sponsors as well as individual investors — including both non-high-net-worth and high-net-worth individuals — reflecting a blend of pooled/institutional and individual relationships. The firm typically manages portfolios under discretionary authority and uses methods such as fundamental analysis, Modern Portfolio Theory, and Monte Carlo modeling; it may implement strategies directly or by recommending third-party asset managers after due diligence and ongoing monitoring. Fees are primarily percentage-of-assets-under-management on a tiered schedule (with separate TPAM fees disclosed), and the firm also offers hourly financial planning services ($150 per hour); it requires client consent for custodial arrangements and directs custody through a specified custodian. Compared with many investment-manager peers, Winston Wealth’s combination of ERISA 3(21) pension consulting, active selection and monitoring of third‑party managers (with an express policy of no revenue‑sharing from TPAMs), and direct work with both HNW and non‑HNW individual clients is relatively uncommon. Other noteworthy operational features disclosed in the brochure include a documented TPAM due‑diligence process (reviewing philosophy, performance, risk controls, personnel, operations, fees, and minimums) and a policy of not voting client proxies unless clients request assistance.

To learn more about the advisors currently working at Winston Wealth Strategies, 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
Benjamin Winston	Reno, NV	4

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support