Winder Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Refunds will be calculated on a pro-rata basis based on the number of hours spent on the plan at $250 per hour.”

Quarterly fee

$500/qtr

“Ongoing Consultation Services Financial Consulting Services are offered based on a flat fee of $500 quarterly in advance.”

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

How Winder Wealth Management LLC’s fees compare

• Its hourly rate of $250 is below the Nevada median of $300. 23% of the 64 other Nevada planners that publish an hourly rate charge less.
• 5 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Winder Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324342

Website

winderwealthmanagement.com (opens in new tab)

Phone

(702) 327-9953

Other planners in Las Vegas that publish fees

• Adaptive Wealth EngineeringLas Vegas$500/hr
• Backbone Planning Partners LLCLas Vegas$500⁠-⁠$15,000, $5,000⁠-⁠$50,000/yr
• Bird Spring Financial LLCLas Vegas$350⁠-⁠$500/hr, $525⁠-⁠$7,500
• Black Card CircleLas Vegas$350/hr, $1,500⁠-⁠$50,000
• Buckley WealthLas Vegas$50,000, $50,000/yr
• Clarity Council Financial, LLCLas Vegas$200/hr, $1,000

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