Winston Paul Capital Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services and/or Business Strategy & Value Growth Consulting Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$500

“The flat set up fee will be billed $500 in advance at the time of engagement with the remainder due when set up process is complete.”

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

How Winston Paul Capital Management, Inc. bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Winston Paul Capital Management, Inc.’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Virginia median of $4,250. 3% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Winston Paul Capital Management, Inc.

• Principal: Thomas Knight
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Estate 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

1.1% a year

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$15,033,626

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326893

Website

winstonpaul.com (opens in new tab)

Phone

(703) 570-9700

Can advise clients in 2 states: North Carolina, Virginia

Other planners in Virginia that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000
• Acts Financial AdvisorsMclean$450/hr

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