Paul Winkler, Inc. fees and pricing
Financial planner in Goodlettsville, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Paul Winkler, Inc. charges $225 an hour and a flat or project fee of $100-$250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“After five business days, you may terminate the engagement at any time, but you will be billed at $225 per hour for the number of hours we spent on the engagement to the date of termination.”
- Flat or project fee
- $100-$250
“The one-time fee per course ranges from $100-$250 depending on the subject matter of the course.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Paul Winkler, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Coaching/Planning Engagement Agreement requires a fee to be paid in advance of work being commenced.”
- “We will promptly refund any prepaid unearned fees to you.”
- “Any requested refund would be at the sole discretion of PWI.”
How Paul Winkler, Inc.’s fees compare
- Its hourly rate of $225 is below the Tennessee median of $275. 26% of the 111 other Tennessee planners that publish an hourly rate charge less.
- Its flat or project fee of $100-$250 is below the Tennessee median of $3,000. None of the 89 other Tennessee planners that publish a flat or project fee charge less.
About Paul Winkler, Inc.
“We offer our expertise through educational financial workshops to clients who have engaged for financial planning and coaching services.”
- Firm size: 22 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- 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
- 2% a year
- Clients
- 2,419
- Employees
- 22
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $1,275,401,856
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 119342
- Phone
- (615) 851-1950
Can advise clients in 27 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Michigan, Missouri, Mississippi, North Carolina, Nebraska, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Goodlettsville that publish fees
- Sageguard Financial Group, LLCGoodlettsville$100/hr, $200-$2,000
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
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.