Donald Peppler
Windsor Capital Management · Phoenix, Arizona
Donald Peppler is a fee-only financial advisor at Windsor Capital Management in Phoenix, Arizona. Windsor Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Windsor Capital Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $703.4M across 1,204 accounts |
| SEC registration | Investment adviser representative in AZ, TX, WI · CRD 2482674 |
| Exams passed | Series 63 (1994) · Series 65 (2006) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.moneyuncomplicated.net |
| Profile |
How Donald's firm compares
- Windsor Capital Management's average account is about $584,000, from its Form ADV (assets managed divided by 1,204 accounts).
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Questions about Donald
Is Donald Peppler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Windsor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Windsor Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Donald Peppler based?
Donald Peppler is based in Phoenix, Arizona.
Is Donald Peppler registered with the SEC?
Yes. Donald Peppler is registered as an investment adviser representative in AZ, TX and WI (CRD 2482674), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Windsor Capital Management manage?
Windsor Capital Management reports $703.4M across 1,204 accounts in assets under management.
How do I contact Donald Peppler?
Through Donald's website, www.moneyuncomplicated.net.
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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