PlannerFees

Winship Wealth Partners fees and pricing

Financial planner in Ross, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 10, 2026, Winship Wealth Partners charges a flat or project fee of $4,000 and an annual fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$4,000
“Planning fees generally range from $4,000 or more for the first twelve months with the fee being determined by the extent and complexity of the plan.”
Annual fee
$1,500/yr
“In the case of a fixed rate, The Adviser will charge an up-front retainer of at least $1,500 or up to half of the fixed rate fee whichever is greater, with the balance due upon the plan's completion.”

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

How Winship Wealth Partners bills

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

  • “Upon termination, fees will be billed on a pro rata basis for the portion of the quarter completed.”
  • “The investment management fees are negotiable at the sole discretion of the Adviser.”
  • “The hourly rate, which is negotiable at the sole discretion of the Adviser, is determined by the extent and complexity of the plan.”

How Winship Wealth Partners’ fees compare

  • Its flat or project fee of $4,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
  • Its annual fee of $1,500 is below the California median of $6,250. 12% of the 224 other California planners that publish an annual fee charge less.

About Winship Wealth Partners

“The Adviser provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: EA.
  • Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
1.5% a year
Clients
14
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$42,415,062
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
127409
Website
winshipwealth.com (opens in new tab)
Phone
(415) 450-9600

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