Carter Gerlach
Windsor Advisory Group · Columbus, Ohio
Carter Gerlach is a fee-only financial advisor at Windsor Advisory Group in Columbus, Ohio, who holds the CFP credential. Windsor Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Windsor Advisory Group |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.92B across 1,704 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6121370 |
| Exams passed | Series 63 (2013) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.windsoradvisorygroup.com |
| Profile |
How Carter's firm compares
- Windsor Advisory Group's average account is about $1.7 million, from its Form ADV (assets managed divided by 1,704 accounts).
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Questions about Carter
Is Carter Gerlach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carter holds no broker registration, and Windsor Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carter charge for financial advice?
Carter's firm, Windsor Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Carter Gerlach based?
Carter Gerlach is based in Columbus, Ohio.
What credentials does Carter Gerlach hold?
Carter Gerlach holds the CFP credential.
Is Carter Gerlach registered with the SEC?
Yes. Carter Gerlach is registered as an investment adviser representative in OH (CRD 6121370), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Windsor Advisory Group manage?
Windsor Advisory Group reports $2.92B across 1,704 accounts in assets under management.
How do I contact Carter Gerlach?
Through Carter's website, www.windsoradvisorygroup.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
- 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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