Open Window Financial Solutions, LTD. fees and pricing

Financial planner in Reno, Nevada. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Open Window Financial Solutions, LTD. charges $650 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $650/hr; “Registrant’s planning and consulting fee is negotiable, but the Registrant generally charges on an hourly rate basis at $650 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
“The Registrant shall deduct fees and/or bill clients quarterly in arrears, based upon the market value of the assets on the last business day of the previous quarter.”

Its hourly rate of $650 is above the Nevada median of $300. 97% of the 64 other Nevada planners that publish an hourly rate charge less.
20 of the 21 other planners in Reno that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 91
Employees: 6
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $284,403,489
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 131562
Website: openwindowfs.com (opens in new tab)
Phone: (775) 827-0670

Can advise clients in 3 states: California, Nevada, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.