Emily Petty
Windward Private Wealth Management · Overland Park, Kansas
Emily Petty is a fee-only financial advisor at Windward Private Wealth Management in Overland Park, Kansas, who holds the CFP credential. Emily focuses on estate & legacy planning and family wealth transfer. Windward Private Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Windward Private Wealth Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $309.6M across 949 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 6239982 |
| Exams passed | Series 65 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.windwardfp.com |
How Emily's firm compares
- Windward Private Wealth Management's average account is about $326,000, from its Form ADV (assets managed divided by 949 accounts).
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Questions about Emily
Is Emily Petty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Windward Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, Windward Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Emily Petty based?
Emily Petty is based in Overland Park, Kansas.
What does Emily specialize in?
Emily's specialties include estate & legacy planning and family wealth transfer.
What credentials does Emily Petty hold?
Emily Petty holds the CFP credential.
Is Emily Petty registered with the SEC?
Yes. Emily Petty is registered as an investment adviser representative in KS, MO and TX (CRD 6239982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Windward Private Wealth Management manage?
Windward Private Wealth Management reports $309.6M across 949 accounts in assets under management.
How do I contact Emily Petty?
Through Emily's website, www.windwardfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on estate & legacy planning
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
- Windward Private Wealth Management 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.
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