Winged Wealth Management and Financial Planning fees and pricing
Financial planner in Niceville, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 19, 2026, Winged Wealth Management and Financial Planning charges $350 an hour, a flat or project fee of $1,500, and an annual fee of $14,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Financial Planning engagements are offered at an hourly rate of $350.00 per hour.”
- Flat or project fee
- $1,500
“Financial Planning and Wealth Management Services Financial Planning and Wealth Management fees consist of a one-time upfront charge of $1,500.”
- Annual fee
- $14,000/yr
“Annual fees will be capped at $14,000 for individuals and $17,000 for couples.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Winged Wealth Management and Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in arrears if billed via AdvicePay or check and quarterly in arrears if billed by direct deduction.”
- “Fees are billed monthly or quarterly in arrears based on the billing period-end balance of the Client’s account(s).”
- “Fees for this service may be paid by direct deduction from managed accounts, electronic funds transfer or check.”
How Winged Wealth Management and Financial Planning’s fees compare
- Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.
- Its annual fee of $14,000 is above the Florida median of $4,800. 78% of the 97 other Florida planners that publish an annual fee charge less.
About Winged Wealth Management and Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
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
- Minimum
- $7,000 minimum fee (stated in brochure)
- Clients
- 59
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $61,349,314
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310668
- Phone
- (850) 739-0331
Can advise clients in 5 states: Arizona, Colorado, Florida, Texas, Virginia
Other planners in Niceville that publish fees
- Future Path Financial PlanningNiceville$1,000-$30,000, $200-$2,500/mo
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.