Winding Trail Financial Planning, LLC fees and pricing
Financial planner in Lafayette, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, Winding Trail Financial Planning, LLC charges $250-$600 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$600/hr
“Clients will receive a billing invoice for fee payment requests. Fees for this service may be paid by electronic funds transfer or check. Financial Planning Hourly Fee Financial Planning is also offered at an hourly rate between $250 and $600 per hour, depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Winding Trail Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An account may be terminated with written notice at least 15 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
- “The fee is negotiable. The service may be terminated at any time, effective immediately.”
How Winding Trail Financial Planning, LLC’s fees compare
- Its hourly rate of $250-$600 spans the Colorado median of $300. 87% of the 231 other Colorado planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Lafayette that publish an hourly rate charge less.
About Winding Trail Financial Planning, LLC
- Principal: Dwight C. Dettloff
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
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
- 1% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $13,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289035
- Phone
- (720) 526-2189
Other planners in Lafayette that publish fees
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Aeom Investments, LLCLafayette$250/hr, $500-$10,000
- Wealth IqLafayette$350/hr, $15,000
- Young Wealth PartnersLafayette$300/hr, $500
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.