# Amy Winchester

> Amy Winchester is a fee-only financial advisor at Winchester Capital Services in Kenner, Louisiana, who holds the CFP credential. Winchester Capital Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-winchester/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Winchester Capital Services
- **Based in:** Kenner, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $19.2M across 159 accounts
- **Credentials:** CFP
- **CRD:** 3190129 (https://adviserinfo.sec.gov/individual/summary/3190129)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 63 (2015)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Amy Winchester a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Winchester Capital Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amy charge for financial advice?

Amy's firm, Winchester Capital Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Amy Winchester based?

Amy Winchester is based in Kenner, Louisiana.

### What credentials does Amy Winchester hold?

Amy Winchester holds the CFP credential.

### Is Amy Winchester registered with the SEC?

Yes. Amy Winchester is registered as an investment adviser representative in LA and TX (CRD 3190129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Winchester Capital Services manage?

Winchester Capital Services reports $19.2M across 159 accounts in assets under management.

### How do I contact Amy Winchester?

Contact details aren't on file yet. Search for Winchester Capital Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3190129): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.