Alex Winslow
Harvester Wealth · Dallas, Texas
Alex Winslow is a fee-only financial advisor at Harvester Wealth in Dallas, Texas, who holds the CFP credential. Harvester Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Harvester Wealth |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.9M across 43 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2346371 |
| Exams passed | Series 63 (1993) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.harvesterwealth.com |
| Profile |
How Alex's firm compares
- Harvester Wealth's average account is about $1.3 million, from its Form ADV (assets managed divided by 43 accounts).
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Questions about Alex
Is Alex Winslow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Harvester Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex's firm, Harvester Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alex Winslow based?
Alex Winslow is based in Dallas, Texas.
What credentials does Alex Winslow hold?
Alex Winslow holds the CFP credential.
Is Alex Winslow registered with the SEC?
Yes. Alex Winslow is registered as an investment adviser representative in TX (CRD 2346371), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harvester Wealth manage?
Harvester Wealth reports $54.9M across 43 accounts in assets under management.
How do I contact Alex Winslow?
Through Alex's website, www.harvesterwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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