Jonathan Walker
Paul Winkler · Gallatin, Tennessee
Jonathan Walker is a fee-only financial advisor at Paul Winkler in Gallatin, Tennessee, who holds the CFP credential. Jonathan focuses on retirement planning. Paul Winkler reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Specialties
Facts
| Firm | Paul Winkler |
|---|---|
| Based in | Gallatin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.28B across 2,459 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, AR, CA, FL, GA, KY, MO, MS, NC, TN, VA · CRD 4171428 |
| Exams passed | Series 63 (2000) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | paulwinkler.podbean.com |
How Jonathan's firm compares
- Paul Winkler's average account is about $519,000, from its Form ADV (assets managed divided by 2,459 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan Walker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Paul Winkler, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Walker based?
Jonathan Walker is based in Gallatin, Tennessee.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning.
What credentials does Jonathan Walker hold?
Jonathan Walker holds the CFP credential.
Is Jonathan Walker registered with the SEC?
Yes. Jonathan Walker is registered as an investment adviser representative in AL, AR, CA, FL, GA, KY, MO, MS, NC, TN and VA (CRD 4171428), 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 Jonathan Walker?
Through Jonathan's website, paulwinkler.podbean.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
- Paul Winkler 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.
See something wrong? Request a correction. Read our methodology.