# Donald Windle

> Donald Windle is a fee-only financial advisor at Windle Wealth in Oklahoma City, Oklahoma, who holds the CFP credential. Windle Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/donald-windle/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Windle Wealth
- **Based in:** Oklahoma City, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $251.0M across 1,022 accounts
- **Credentials:** CFP
- **Works with:** Executives, Physicians
- **CRD:** 5581610 (https://adviserinfo.sec.gov/individual/summary/5581610)
- **SEC registration:** Investment adviser representative in OK, TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.windlewealth.com

## Frequently asked questions

### Is Donald Windle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Windle Wealth 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, Windle Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Donald Windle based?

Donald Windle is based in Oklahoma City, Oklahoma.

### What credentials does Donald Windle hold?

Donald Windle holds the CFP credential.

### Is Donald Windle registered with the SEC?

Yes. Donald Windle is registered as an investment adviser representative in OK and TX (CRD 5581610), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Windle Wealth manage?

Windle Wealth reports $251.0M across 1,022 accounts in assets under management.

### How do I contact Donald Windle?

Through Donald's website, www.windlewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5581610): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://windlewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.