Jonathan Stirling
Westwind Capital · Centennial, Colorado
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $795.9M across 2,131 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5718105 |
| Exams passed | Series 63 (2019) · Series 65 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.ww-capital.com |
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Questions about Jonathan
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.
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
- Westwind Capital 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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