# James Wood

> James Wood is a fee-only financial advisor at Paul Winkler in Goodlettsville, Tennessee, who holds the CFP credential. James focuses on retirement planning. Paul Winkler reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Paul Winkler
- **Based in:** Goodlettsville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.28B across 2,459 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 3026680 (https://adviserinfo.sec.gov/individual/summary/3026680)
- **SEC registration:** Investment adviser representative in AR, CA, KY, MS, NC, TN
- **Exams passed:** Series 66 (1998)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://paulwinkler.podbean.com/

## Frequently asked questions

### Is James Wood a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, Paul Winkler, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Wood based?

James Wood is based in Goodlettsville, Tennessee.

### What does James specialize in?

James's specialties include retirement planning.

### What credentials does James Wood hold?

James Wood holds the CFP credential.

### Is James Wood registered with the SEC?

Yes. James Wood is registered as an investment adviser representative in AR, CA, KY, MS, NC and TN (CRD 3026680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paul Winkler manage?

Paul Winkler reports $1.28B across 2,459 accounts in assets under management.

### How do I contact James Wood?

Through James's website, paulwinkler.podbean.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3026680): 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://paulwinkler.podbean.com/): 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.