Windward Private Wealth Management Inc. fees and pricing
Financial planner in Overland Park, Kansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Windward Private Wealth Management Inc. charges a quarterly fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $1,250/qtr
“The minimum quarterly fee charged is $1,250 per quarter and described in more detail in Item 7.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Windward Private Wealth Management Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event the Agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination, and the outstanding balance is charged to the client.”
- “In the alternative, clients may elect to have Windward send an invoice.”
About Windward Private Wealth Management Inc.
- Firm size: 9 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,250 minimum fee (stated in brochure)
- Clients
- 226
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $309,587,600
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 113761
- Phone
- (913) 381-7411
Can advise clients in 9 states: California, Colorado, Illinois, Kansas, Louisiana, Missouri, Nebraska, New Hampshire, Texas
Other planners in Overland Park that publish fees
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
- Artisan Financial PlanningOverland Park$250/hr, $2,500-$10,000
- Aspen Wealth Management, Inc.Overland Park$125/hr
- Aspyre Wealth PartnersOverland Park$150-$500/hr
- Balanced Financial Planning, Inc.Overland Park$270/hr
- Coplanning Financial LLCOverland Park$6,900, $12,000/yr
Is something on this page wrong or out of date?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.