Blake Harris
Windward Private Wealth Management · Kansas City, Missouri
Blake Harris is a fee-only financial advisor at Windward Private Wealth Management in Kansas City, Missouri. Blake 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.
Request an introduction to Blake →
Specialties
Facts
| Firm | Windward Private Wealth Management |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $309.6M across 949 accounts |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 7978556 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.windwardfp.com |
How Blake's firm compares
- Windward Private Wealth Management's average account is about $326,000, from its Form ADV (assets managed divided by 949 accounts).
Request an introduction to Blake
Tell Blake a little about what you're looking for. Blake 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 Blake
Is Blake Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Blake 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 Blake charge for financial advice?
Blake's firm, Windward Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Blake Harris based?
Blake Harris is based in Kansas City, Missouri.
What does Blake specialize in?
Blake's specialties include estate & legacy planning and family wealth transfer.
Is Blake Harris registered with the SEC?
Yes. Blake Harris is registered as an investment adviser representative in KS, MO and TX (CRD 7978556), 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 Blake Harris?
Through Blake's website, www.windwardfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
Other advisors in Missouri 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.
See something wrong? Request a correction. Read our methodology.