Windward Wealth Strategies, Inc. fees and pricing
Financial planner in Oshkosh, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Windward Wealth Strategies, Inc. charges $200-$400 an hour and a flat or project fee of $1,000-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“On an hourly basis, ranging from $200-$400 per hour, depending on the nature and complexity of the client’s circumstances, as well as the qualifications, training and experience of the individual performing the work.”
- Flat or project fee
- $1,000-$3,500
“As a fixed fee, typically ranging from $1,000-$3,500, depending on the specific service requested, the nature and complexity of the client’s circumstances, and the qualifications, training and experience of the individuals performing the service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Windward Wealth Strategies, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for discretionary investment management services are based on a percentage of assets under management and are payable monthly in advance, in some cases quarterly in advance, unless otherwise stipulated in writing.”
- “Where client assets are invested in mutual funds, exchange traded funds, or other third-party investment vehicles, the client may incur both a direct management fee payable to the Adviser and an indirect management fee through the third-party investment.”
- “In the event of termination by either party, any unearned fees will be prorated back to the client.”
How Windward Wealth Strategies, Inc.’s fees compare
- Its hourly rate of $200-$400 spans the Wisconsin median of $300. 45% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$3,500 spans the Wisconsin median of $3,000. 30% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
About Windward Wealth Strategies, Inc.
- Firm size: 3 employees.
- Registered as an adviser: 2015 (11 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
- 394
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $251,236,133
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175126
- Phone
- (920) 230-2215
Can advise clients in 16 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Kentucky, Massachusetts, Michigan, Minnesota, New York, Utah, Washington, Wisconsin
Other planners in Wisconsin that publish fees
- 401K Investment ProfessionalsWaunakee$250/hr
- 808 InvestmentsEllsworth$200-$500/mo
- A-Team AdvisorsMedford$500/hr
- Adler FinancialOregon$175/hr
- Advisors Management Group IncLa Crosse$500
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
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.