Winston Wealth Strategies, LLC fees and pricing
Financial planner in Reno, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 20, 2026, Winston Wealth Strategies, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“AND CONSULTING WWS charges an hourly fee of $150 per hour based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Winston Wealth Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid-billing period, a prorated fee will be charged for that portion of the account managed each day.”
- “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 Wealth Strategies, LLC’s fees compare
- Its hourly rate of $150 is below the Nevada median of $300. 3% of the 64 other Nevada planners that publish an hourly rate charge less.
- None of the 21 other planners in Reno that publish an hourly rate charge less.
About Winston Wealth Strategies, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2024 (2 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, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1,546,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332891
- Phone
- (775) 848-5054
Other planners in Reno that publish fees
- Advowealth Advisors, LLCReno$350/hr, $750-$10,000
- Alchemy Wealth ManagementReno$350/hr, $5,000-$15,000
- Athena Wealth Management, LLCReno$500/hr, $1,000-$10,000
- Belpointe Asset Management LLCReno$500/hr
- Caskwise Capital IncReno$3,500-$15,000, $1,200/qtr
- Discretionary Inc.Reno$350/hr, $5,000
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.