Donald Windle
Windle Wealth · Oklahoma City, Oklahoma
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.
Request an introduction to Donald →
Who they serve
- Executives
- Physicians
Facts
| Firm | Windle Wealth |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $251.0M across 1,022 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 5581610 |
| Exams passed | Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.windlewealth.com |
| Profile |
Request an introduction to Donald
Tell Donald a little about what you're looking for. Donald 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 Donald
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.
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
- Windle Wealth 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.