Amy Winchester
Winchester Capital Services · Kenner, Louisiana
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.
Request an introduction to Amy →
Facts
| Firm | Winchester Capital Services |
|---|---|
| Based in | Kenner, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $19.2M across 159 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 3190129 |
| Exams passed | Series 63 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Amy's firm compares
- Winchester Capital Services's average account is about $121,000, from its Form ADV (assets managed divided by 159 accounts).
Request an introduction to Amy
Tell Amy a little about what you're looking for. Amy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amy
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.