Harry Winston
Winston & Company · Edmond, Oklahoma
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.
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Specialties
Facts
| Firm | Winston & Company |
|---|---|
| Based in | Edmond, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $42.7M across 108 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, OK · CRD 1236374 |
| Exams passed | Series 63 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.winstonco.us |
How Harry's firm compares
- Winston & Company's average account is about $395,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Harry
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.
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
- Winston & Company 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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