Winch Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$20,000

“Alternatively, clients can agree to pay a fixed fee typically ranging from $3,000 to $20,000, based on the nature and complexity of the client’s circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Winch Financial bills

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

• “Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter.”
• “In the limited event that Winch Financial bills the client directly, payment is due upon receipt of Winch Financial’s invoice.”
• “Winch Financial shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Winch Financial’s fees compare

• Its flat or project fee of $3,000-$20,000 is above the Wisconsin median of $3,000. 84% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Appleton that publish a flat or project fee charge less.

About Winch Financial

• Firm size: 18 employees.
• Registered as an adviser: 1998 (28 years).

Planning areas mentioned in the brochure

• Tax planning

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

851

Employees

18

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$580,178,144

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110194

Website

instagram.com/winchfinancial (opens in new tab)

Phone

(920) 739-8577

Can advise clients in 7 states: California, Florida, Louisiana, Minnesota, Nebraska, Texas, Wisconsin

Other planners in Appleton that publish fees

• Avaii Wealth Management, LLCAppleton$150⁠-⁠$300/hr, $5,000⁠-⁠$30,000/yr
• Gateway Wealth Partners, LLCAppleton$400/hr, $15,000
• Kolash Wealth Strategies, LLCAppleton$210/hr, $200⁠-⁠$5,000
• Kom Wealth Management Group, LLCAppleton$125⁠-⁠$400/hr, $1,250⁠-⁠$14,000/yr
• Mcglone Suttner Wealth Management, Inc.Appleton$250/hr
• Professional Financial Management, Inc.Appleton$250/hr, $1,500

Compare all 17 planners in Appleton