# Harry Winston

> Harry Winston is a fee-only financial advisor at Winston & Company in Edmond, Oklahoma, who holds the CFP credential. Harry focuses on retirement planning. Winston & Company reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Winston & Company
- **Based in:** Edmond, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $42.7M across 108 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 1236374 (https://adviserinfo.sec.gov/individual/summary/1236374)
- **SEC registration:** Investment adviser representative in FL, OK
- **Exams passed:** Series 63 (1992)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.winstonco.us

## Frequently asked questions

### Is Harry Winston a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Harry holds no broker registration, and Winston & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Harry charge for financial advice?

Harry's firm, Winston & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Harry Winston based?

Harry Winston is based in Edmond, Oklahoma.

### What does Harry specialize in?

Harry's specialties include retirement planning.

### What credentials does Harry Winston hold?

Harry Winston holds the CFP credential.

### Is Harry Winston registered with the SEC?

Yes. Harry Winston is registered as an investment adviser representative in FL and OK (CRD 1236374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Winston & Company manage?

Winston & Company reports $42.7M across 108 accounts in assets under management.

### How do I contact Harry Winston?

Through Harry's website, www.winstonco.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1236374): 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://www.winstonco.us/): 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.