# Henry Winship

> Henry Winship is a fee-only financial advisor at Pacific Point in San Diego, California, who holds the CFA credential. Henry focuses on tax planning, estate & legacy planning and sustainable & impact investing. Pacific Point reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Pacific Point
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $389.6M across 241 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Estate & legacy planning, Sustainable & impact investing
- **Works with:** Founders, Ultra high net worth, Multi-generational families
- **CRD:** 2828208 (https://adviserinfo.sec.gov/individual/summary/2828208)
- **SEC registration:** Investment adviser representative in CA, ID
- **Exams passed:** Series 63 (1998)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.pacificpoint.net/

## Frequently asked questions

### Is Henry Winship a fee-only financial advisor?

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

### How does Henry charge for financial advice?

Henry's firm, Pacific Point, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Henry Winship based?

Henry Winship is based in San Diego, California.

### What does Henry specialize in?

Henry's specialties include tax planning, estate & legacy planning and sustainable & impact investing. Henry works with founders, ultra high net worth and multi-generational families.

### What credentials does Henry Winship hold?

Henry Winship holds the CFA credential.

### Is Henry Winship registered with the SEC?

Yes. Henry Winship is registered as an investment adviser representative in CA and ID (CRD 2828208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pacific Point manage?

Pacific Point reports $389.6M across 241 accounts in assets under management.

### How do I contact Henry Winship?

Through Henry's website, www.pacificpoint.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2828208): 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.pacificpoint.net/): 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.