Gregory Pierce
Windward Wealth Strategies · Oshkosh, Wisconsin
Gregory Pierce is a fee-only financial advisor at Windward Wealth Strategies in Oshkosh, Wisconsin. Gregory focuses on retirement planning and tax planning. Windward Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Windward Wealth Strategies |
|---|---|
| Based in | Oshkosh, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $251.2M across 397 accounts |
| SEC registration | Investment adviser representative in WI · CRD 2322976 |
| Exams passed | Series 63 (1993) · Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | windwardwealthstrategies.com |
| Profile |
How Gregory's firm compares
- Windward Wealth Strategies's average account is about $633,000, from its Form ADV (assets managed divided by 397 accounts).
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Questions about Gregory
Is Gregory Pierce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Windward Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Windward Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Pierce based?
Gregory Pierce is based in Oshkosh, Wisconsin.
What does Gregory specialize in?
Gregory's specialties include retirement planning and tax planning.
Is Gregory Pierce registered with the SEC?
Yes. Gregory Pierce is registered as an investment adviser representative in WI (CRD 2322976), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Windward Wealth Strategies manage?
Windward Wealth Strategies reports $251.2M across 397 accounts in assets under management.
How do I contact Gregory Pierce?
Through Gregory's website, windwardwealthstrategies.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
- Windward Wealth Strategies 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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