PlannerFees

Windle Wealth fees and pricing

Financial planner in Oklahoma City, Oklahoma. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Windle Wealth charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“When provided on a standalone basis, Financial Planning fees are assessed at a negotiable hourly rate $200 per hour, depending on complexity.”

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

How Windle Wealth bills

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

  • “The annual fees are pro‐rated and generally paid in advance, on a monthly basis.”
  • “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
  • “An account may be terminated with written notice at least fifteen (15) calendar days in advance.”

How Windle Wealth’s fees compare

  • Its hourly rate of $200 is below the Oklahoma median of $250. 22% of the 41 other Oklahoma planners that publish an hourly rate charge less.
  • 3 of the 6 other planners in Oklahoma City that publish an hourly rate charge less.

About Windle Wealth

“Clients are advised that held away accounts, like defined contribution retirement plan accounts, may provide a limited choice of investment options.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Windle III
  • Firm size: 3 employees.
  • Founded: 2014 (12 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
1.25% a year
Clients
388
Employees
3
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed
$251,046,200
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
285653
Website
instagram.com/windlewealth (opens in new tab)
Phone
(405) 261-5202

Can advise clients in 9 states: Alabama, Arkansas, Colorado, Florida, Kansas, Louisiana, Missouri, Oklahoma, Texas

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