Dwight Dettloff
Winding Trail Financial Planning, LLC · Lafayette, Colorado
Dwight Dettloff is a fee-only financial advisor at Winding Trail Financial Planning, LLC in Lafayette, Colorado, who holds the CFP, CPA and PFS credentials. Dwight charges a percentage of assets (a $750,000 asset minimum) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Winding Trail Financial Planning, LLC |
|---|---|
| Based in | Lafayette, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $750,000 asset minimum |
| Assets under management | $13.2M across 48 accounts |
| Credentials | CFP · CPA · PFS · RICP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6818104 |
| Exams passed | Series 65 (2017) · Series 63 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | windingtrailfinancial.com |
| Profile |
How Dwight's firm compares
- Winding Trail Financial Planning, LLC's average account is about $275,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Dwight
Is Dwight Dettloff a fee-only financial advisor?
Yes. Dwight Dettloff is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dwight's firm.
How does Dwight charge for financial advice?
Dwight charges a percentage of assets.
How much does Dwight charge?
According to Winding Trail Financial Planning, LLC's website, checked October 28, 2026: a $750,000 asset minimum.
Where is Dwight Dettloff based?
Dwight Dettloff is based in Lafayette, Colorado.
What does Dwight specialize in?
Dwight's specialties include retirement planning and tax planning. Dwight works with retirees and pre-retirees.
What credentials does Dwight Dettloff hold?
Dwight Dettloff holds the CFP, CPA, PFS and RICP credentials.
Is Dwight Dettloff registered with the SEC?
Yes. Dwight Dettloff is registered as an investment adviser representative in CO and TX (CRD 6818104), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Winding Trail Financial Planning, LLC manage?
Winding Trail Financial Planning, LLC reports $13.2M across 48 accounts in assets under management.
How do I contact Dwight Dettloff?
Through Dwight's website, windingtrailfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Winding Trail Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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