Amanda McCoin
Paul Winkler · Gallatin, Tennessee
Amanda McCoin is a fee-only financial advisor at Paul Winkler in Gallatin, Tennessee, who holds the ChFC credential. Amanda focuses on retirement planning. Paul Winkler reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Paul Winkler |
|---|---|
| Based in | Gallatin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.28B across 2,459 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TN · CRD 8338413 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | paulwinkler.podbean.com |
How Amanda's firm compares
- Paul Winkler's average account is about $519,000, from its Form ADV (assets managed divided by 2,459 accounts).
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Questions about Amanda
Is Amanda McCoin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and Paul Winkler reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, Paul Winkler, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amanda McCoin based?
Amanda McCoin is based in Gallatin, Tennessee.
What does Amanda specialize in?
Amanda's specialties include retirement planning.
What credentials does Amanda McCoin hold?
Amanda McCoin holds the ChFC credential.
Is Amanda McCoin registered with the SEC?
Yes. Amanda McCoin is registered as an investment adviser representative in TN (CRD 8338413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paul Winkler manage?
Paul Winkler reports $1.28B across 2,459 accounts in assets under management.
How do I contact Amanda McCoin?
Through Amanda's website, paulwinkler.podbean.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Paul Winkler website : specialties, clients served, and fees, checked October 30, 2026
- 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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