Andrew Osborne
Windward Private Wealth Management · Overland Park, Kansas
Andrew Osborne is a fee-only financial advisor at Windward Private Wealth Management in Overland Park, Kansas, who holds the CFP credential. Andrew focuses on estate & legacy planning and family wealth transfer. Windward Private Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Windward Private Wealth Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $309.6M across 949 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 5865396 |
| Exams passed | Series 66 (2011) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.windwardfp.com |
| Profile |
How Andrew's firm compares
- Windward Private Wealth Management's average account is about $326,000, from its Form ADV (assets managed divided by 949 accounts).
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Questions about Andrew
Is Andrew Osborne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Windward Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Windward Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Osborne based?
Andrew Osborne is based in Overland Park, Kansas.
What does Andrew specialize in?
Andrew's specialties include estate & legacy planning and family wealth transfer.
What credentials does Andrew Osborne hold?
Andrew Osborne holds the CFP credential.
Is Andrew Osborne registered with the SEC?
Yes. Andrew Osborne is registered as an investment adviser representative in KS, MO and TX (CRD 5865396), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Windward Private Wealth Management manage?
Windward Private Wealth Management reports $309.6M across 949 accounts in assets under management.
How do I contact Andrew Osborne?
Through Andrew's website, www.windwardfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on estate & legacy planning
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
- Windward Private Wealth Management 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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