# Jonathan Stirling

> Jonathan Stirling is a fee-only financial advisor at Westwind Capital in Centennial, Colorado. Jonathan charges a percentage of assets (a $250,000 asset minimum) and focuses on estate & legacy planning, tax planning and family wealth transfer.

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

## Facts

- **Firm:** Westwind Capital
- **Based in:** Centennial, Colorado
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $250,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $795.9M across 2,131 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5718105 (https://adviserinfo.sec.gov/individual/summary/5718105)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (2019), Series 65 (2022)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.ww-capital.com

## Frequently asked questions

### Is Jonathan Stirling a fee-only financial advisor?

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

### How does Jonathan charge for financial advice?

Jonathan charges a percentage of assets.

### How much does Jonathan charge?

According to Westwind Capital's website, checked October 30, 2026: a $250,000 asset minimum.

### Where is Jonathan Stirling based?

Jonathan Stirling is based in Centennial, Colorado.

### What does Jonathan specialize in?

Jonathan's specialties include estate & legacy planning, tax planning and family wealth transfer. Jonathan works with multi-generational families.

### Is Jonathan Stirling registered with the SEC?

Yes. Jonathan Stirling is registered as an investment adviser representative in CO (CRD 5718105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Westwind Capital manage?

Westwind Capital reports $795.9M across 2,131 accounts in assets under management.

### How do I contact Jonathan Stirling?

Through Jonathan's website, www.ww-capital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5718105): 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://ww-capital.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.