Brian Koonce
Paul Winkler · Goodlettsville, Tennessee
Brian Koonce is a fee-only financial advisor at Paul Winkler in Goodlettsville, Tennessee, who holds the CFP credential. Brian 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 | Goodlettsville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.28B across 2,459 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, FL, GA, KY, MI, TN, TX, WI · CRD 7286788 |
| Exams passed | Series 65 (2019) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | paulwinkler.podbean.com |
How Brian'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 Brian
Is Brian Koonce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?
Brian's firm, Paul Winkler, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Koonce based?
Brian Koonce is based in Goodlettsville, Tennessee.
What does Brian specialize in?
Brian's specialties include retirement planning.
What credentials does Brian Koonce hold?
Brian Koonce holds the CFP credential.
Is Brian Koonce registered with the SEC?
Yes. Brian Koonce is registered as an investment adviser representative in AL, FL, GA, KY, MI, TN, TX and WI (CRD 7286788), 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 Brian Koonce?
Through Brian'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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